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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
951
Maridea Wealth Management
New York
$387K +$425K +8,994 New
3IP
952
3Chopt Investment Partners
Virginia
$386K +$26.3K +557 +8%
WJWM
953
Williams Jones Wealth Management
New York
$385K – – –
JIC
954
Joel Isaacson & Co
New York
$384K – – –
KWM
955
KFG Wealth Management
Indiana
$383K -$5.15K -109 -1%
VI
956
Versor Investments
New York
$383K +$369K +7,800 New
CI
957
Conning Inc
Connecticut
$381K – – –
PWAM
958
Pinnacle West Asset Management
Wyoming
$381K +$20.1K +425 +6%
PP
959
PDS Planning
Ohio
$381K -$1.37K -29 -0.4%
LWAM
960
Legacy Wealth Asset Management
Minnesota
$380K -$1.42K -30 -0.4%
PA
961
Procyon Advisors
Connecticut
$380K +$425 +9 +0.1%
CSPIA
962
Cary Street Partners Investment Advisory
Virginia
$378K -$4.16K -88 -1%
FFA
963
First Foundation Advisors
California
$375K +$7.56K +160 +2%
PF
964
Phoenix Financial
Israel
$374K +$90.1K +1,908 +33%
IIC
965
Ironwood Investment Counsel
Arizona
$371K -$33.1K -700 -8%
PWP
966
Principle Wealth Partners
Connecticut
$370K +$37.8K +801 +12%
PCM
967
Perkins Capital Management
Minnesota
$368K – – –
MWM
968
Moran Wealth Management
Florida
$366K +$353K +7,463 New
GFA
969
Gallagher Fiduciary Advisors
Illinois
$366K -$56.2K -1,189 -14%
HH
970
Hilltop Holdings
Texas
$363K +$96.5K +2,043 +38%
GM
971
GeoWealth Management
Illinois
$363K +$54.8K +1,160 +19%
SMA
972
Sage Mountain Advisors
Georgia
$362K +$65.3K +1,383 +23%
AIM
973
Anchor Investment Management
South Carolina
$361K +$4.72K +100 +1%
AR
974
Apeiron RIA
Texas
$360K +$6.43K +136 +2%
JF
975
Joule Financial
Kentucky
$360K – – –
37 38
39
40 41