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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1001
Channel Wealth
California
$213K – – –
FNT
1002
First National Trust
Pennsylvania
$213K – – –
BWM
1003
Bullock Wealth Management
Indiana
$212K -$6.55K -168 -3%
TSMHT
1004
Thurston Springer Miller Herd & Titak
Indiana
$210K +$24K +616 +12%
SC
1005
Sapient Capital
Indiana
$209K +$227K +5,822 New
ACM
1006
Advisors Capital Management
New Jersey
$209K +$2.73K +70 +1%
IAS
1007
Insigneo Advisory Services
Florida
$207K -$2.34K -60 -1%
LFG
1008
Larson Financial Group
Missouri
$206K -$120K -3,086 -35%
WAG
1009
Windsor Advisory Group
Ohio
$206K – – –
HCA
1010
Hyperion Capital Advisors
New York
$206K – – –
WCM
1011
Windsor Capital Management
Arizona
$204K – – –
BTW
1012
Boston Trust Walden
Massachusetts
$204K – – –
EM
1013
ELCO Management
New York
$202K – – –
CA
1014
Commerzbank Aktiengesellschaft
Germany
$202K +$219K +5,606 New
LBC
1015
Lowe Brockenbrough & Co
Virginia
$201K -$2.58K -66 -1%
PCP
1016
Panoramic Capital Partners
Oregon
$200K +$217K +5,572 New
BIG
1017
Brooklyn Investment Group
New York
$199K -$3.12K -80 -1%
WPA
1018
West Paces Advisors
Georgia
$194K -$16.1K -412 -7%
PTC
1019
Private Trust Company
Ohio
$188K -$15.8K -404 -7%
MPWT
1020
MassMutual Private Wealth & Trust
Connecticut
$180K +$17.5K +448 +10%
CTA
1021
Colonial Trust Advisors
South Carolina
$171K – – –
SIM
1022
Sentry Investment Management
Wisconsin
$170K -$30.1K -772 -14%
DMBA
1023
Deseret Mutual Benefit Administrators
Utah
$167K -$2.89K -74 -2%
EPIMS
1024
Evelyn Partners Investment Management Services
$167K +$361K +9,262 New
SIS
1025
Sound Income Strategies
Florida
$166K +$3.04K +78 +2%
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