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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
951
Joule Financial
Kentucky
$308K -$42.7K -1,052 -13%
3IP
952
3Chopt Investment Partners
Virginia
$307K +$23.2K +572 +8%
RT
953
Rockland Trust
Massachusetts
$307K -$86.7K -2,138 -23%
SC
954
Stance Capital
Massachusetts
$307K +$296K +7,300 New
AIM
955
Anchor Investment Management
South Carolina
$305K -$5.27K -130 -2%
CMAI
956
Capital Management Associates Inc
Minnesota
$304K -$293K -7,223 -50%
KA
957
Klingman & Associates
New York
$303K +$293K +7,214 New
QFW
958
QTR Family Wealth
Florida
$303K -$8.56K -211 -3%
RSWM
959
Robertson Stephens Wealth Management
California
$301K -$2.84K -70 -1%
FFG
960
Fiduciary Financial Group
California
$299K +$3.65K +90 +1%
APA
961
Astoria Portfolio Advisors
New York
$299K -$6.33K -156 -2%
JIC
962
Johnson Investment Counsel
Ohio
$297K +$48.4K +1,194 +20%
MWA
963
Midland Wealth Advisors
Illinois
$296K -$12.2K -300 -4%
BFG
964
Bouchey Financial Group
New York
$296K +$2.6K +64 +0.9%
PP
965
PrairieView Partners
Minnesota
$295K -$2.43K -60 -0.8%
LWM
966
LeConte Wealth Management
Tennessee
$293K +$283K +6,984 New
CM
967
Castleark Management
Illinois
$291K – – –
APWM
968
Argonautica Private Wealth Management
Massachusetts
$290K -$44.4K -1,095 -14%
LI
969
Lafayette Investments
Maryland
$290K – – –
MPWT
970
MassMutual Private Wealth & Trust
Connecticut
$290K +$9.78K +241 +4%
LIP
971
Lighthouse Investment Partners
Florida
$290K +$280K +6,900 New
AA
972
Advisory Alpha
Michigan
$289K +$2.84K +70 +1%
EWA
973
EverSource Wealth Advisors
Alabama
$289K +$8.6K +212 +3%
AFA
974
American Financial Advisors
Georgia
$288K -$41 -1 -0%
EI
975
Ellevest Inc
New York
$287K +$51.6K +1,272 +23%
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