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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
VV
1001
Verity & Verity
South Carolina
$219K -$244K -6,516 -54%
C
1002
Covestor
United Kingdom
$219K -$11.5K -306 -5%
EM
1003
ELCO Management
New York
$218K – – –
AWM
1004
Angeles Wealth Management
California
$218K +$211K +5,626 New
CA
1005
Commerzbank Aktiengesellschaft
Germany
$218K – – –
LA
1006
Legacy Advisors
Pennsylvania
$217K +$210K +5,598 New
PCM
1007
Penserra Capital Management
California
$217K -$99.2K -2,646 -32%
WPA
1008
West Paces Advisors
Georgia
$217K +$7.2K +192 +4%
EI
1009
Ellevest Inc
New York
$216K +$209K +5,572 New
PCP
1010
Panoramic Capital Partners
Oregon
$215K +$17.4K +464 +8%
MMA
1011
Miracle Mile Advisors
California
$215K +$208K +5,538 New
UFF
1012
USA Financial Formulas
Michigan
$215K +$208K +5,536 New
MAM
1013
Mainsail Asset Management
Alabama
$214K +$207K +5,528 New
HIS
1014
Harvest Investment Services
Illinois
$214K +$207K +5,512 New
EL
1015
EWA LLC
Pennsylvania
$213K +$206K +5,496 New
HCPC
1016
Hamilton Capital Partners (Canada)
$210K +$203K +5,428 New
PS
1017
Planned Solutions
California
$209K +$202K +5,400 New
ACM
1018
Advisors Capital Management
New Jersey
$209K -$15.7K -420 -7%
FFP
1019
Freedom Financial Partners
Minnesota
$207K +$200K +5,330 New
RFN
1020
RDA Financial Network
Iowa
$207K +$200K +5,328 New
AC
1021
AlphaCore Capital
California
$206K +$199K +5,314 New
LPT
1022
Legacy Private Trust
Wisconsin
$206K +$199K +5,314 New
VST
1023
Van Strum & Towne
California
$206K +$199K +5,300 New
SHGA
1024
Sand Hill Global Advisors
California
$204K +$197K +5,266 New
AWA
1025
Arete Wealth Advisors
Illinois
$204K +$197K +5,258 New
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