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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
GB
976
Goepper Burkhardt
South Carolina
$233K – – –
WPWM
977
Windward Private Wealth Management
Kansas
$233K – – –
IAS
978
Insigneo Advisory Services
Florida
$233K +$9.15K +244 +4%
CAM
979
Cozad Asset Management
Illinois
$231K – – –
PFA
980
Pure Financial Advisors
California
$231K +$223K +5,948 New
VA
981
Valmark Advisers
Ohio
$230K +$225 +6 +0.1%
OTPPB
982
Ontario Teachers' Pension Plan Board
Ontario, Canada
$230K -$219K -5,834 -50%
CW
983
Channel Wealth
California
$230K – – –
FNT
984
First National Trust
Pennsylvania
$229K – – –
AWM
985
Aprio Wealth Management
Georgia
$228K -$6K -160 -3%
JIC
986
Johnson Investment Counsel
Ohio
$228K -$38.5K -1,026 -15%
CTA
987
Colonial Trust Advisors
South Carolina
$228K +$42.5K +1,134 +24%
PTC
988
Private Trust Company
Ohio
$225K +$21.8K +582 +11%
CF
989
Copperwynd Financial
Arizona
$224K +$216K +5,770 New
BA
990
Bristlecone Advisors
Washington
$224K -$7.5K -200 -3%
WAG
991
Windsor Advisory Group
Ohio
$222K – – –
HCA
992
Hyperion Capital Advisors
New York
$222K – – –
BTWM
993
Baker Tilly Wealth Management
Wisconsin
$222K +$214K +5,718 New
BTI
994
Blue Trust Inc
Georgia
$222K -$22.3K -594 -9%
WCM
995
Windsor Capital Management
Arizona
$220K – – –
AA
996
Alta Advisers
United Kingdom
$220K +$213K +5,680 New
BWP
997
BSW Wealth Partners
Colorado
$220K +$213K +5,680 New
LP
998
LMR Partners
United Kingdom
$220K +$213K +5,678 New
AC
999
Avestar Capital
New York
$220K -$19.1K -510 -8%
VV
1000
Verity & Verity
South Carolina
$219K -$244K -6,516 -54%
38 39
40
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