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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
976
Ironwood Investment Counsel
Arizona
$351K – – –
PWP
977
Principle Wealth Partners
Connecticut
$350K +$224 +5 +0.1%
FFA
978
First Foundation Advisors
California
$350K -$5.88K -131 -2%
FF
979
Foundry Financial
California
$350K +$338K +7,542 New
GFA
980
Gallagher Fiduciary Advisors
Illinois
$348K +$1.75K +39 +0.5%
WAM
981
Wolverine Asset Management
Illinois
$348K +$337K +7,500 New
FMP
982
Financial Management Professionals
Texas
$347K +$336K +7,480 New
FFG
983
Fiduciary Financial Group
California
$347K +$1.12K +25 +0.3%
AIM
984
Anchor Investment Management
South Carolina
$343K +$45 +1 +0%
JF
985
Joule Financial
Kentucky
$341K -$2.96K -66 -0.9%
BTI
986
Blue Trust Inc
Georgia
$338K -$18.4K -411 -5%
NB
987
Nicolet Bankshares
Wisconsin
$338K +$325K +7,243 New
BCM
988
Brookstone Capital Management
Illinois
$337K +$326K +7,268 New
GM
989
GeoWealth Management
Illinois
$337K +$4.31K +96 +1%
PCM
990
Perkins Capital Management
Minnesota
$336K – – –
IFU
991
iSAM Funds (UK)
United Kingdom
$336K +$325K +7,249 New
KA
992
Klingman & Associates
New York
$335K +$9.92K +221 +3%
TCWA
993
Turtle Creek Wealth Advisors
Texas
$334K +$45.5K +1,015 +16%
BAAM
994
Baker Avenue Asset Management
California
$333K +$80.4K +1,792 +33%
PNC
995
Park National Corp
Ohio
$332K -$98.5K -2,196 -23%
HCM
996
Hengehold Capital Management
Ohio
$332K -$359K -8,007 -53%
SA
997
Sovran Advisors
California
$330K +$32.4K +723 +11%
SRL
998
Scientech Research LLC
New Jersey
$330K +$319K +7,110 New
VWM
999
Vermillion Wealth Management
Minnesota
$327K +$17.8K +397 +6%
LCM
1000
Laurion Capital Management
New York
$327K +$316K +7,040 New
38 39
40
41 42