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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
1026
Windward Private Wealth Management
Kansas
$294K – – –
APA
1027
Astoria Portfolio Advisors
New York
$294K -$2.36K -50 -0.8%
AWA
1028
Arete Wealth Advisors
Illinois
$293K +$35.4K +750 +14%
CA
1029
Claro Advisors
Massachusetts
$293K +$1.09K +23 +0.4%
TPF
1030
Tribridge Partners Financial
Maryland
$292K +$286K +6,060 New
OFS
1031
OneAscent Financial Services
Alabama
$292K -$187K -3,949 -40%
AUB
1032
Atlantic Union Bankshares
Virginia
$291K +$261K +5,534 +1,384%
CW
1033
Channel Wealth
California
$290K – – –
BBA
1034
Baader Bank Aktiengesellschaft
Germany
$290K +$452K +9,571 New
VA
1035
Valmark Advisers
Ohio
$289K -$6.71K -142 -2%
MMA
1036
Mizuho Markets Americas
New York
$289K -$28.1K -595 -9%
CP
1037
Castleview Partners
Texas
$285K -$102K -2,155 -27%
BA
1038
Bristlecone Advisors
Washington
$283K – – –
VAG
1039
VisionPoint Advisory Group
Texas
$282K -$31.8K -673 -10%
PCP
1040
Panoramic Capital Partners
Oregon
$281K +$472 +10 +0.2%
HCA
1041
Hyperion Capital Advisors
New York
$281K – – –
SCM
1042
Stevens Capital Management
Pennsylvania
$280K +$270K +5,718 New
WCM
1043
Windsor Capital Management
Arizona
$279K – – –
AA
1044
Alta Advisers
United Kingdom
$279K – – –
WPA
1045
West Paces Advisors
Georgia
$276K +$1.89K +40 +0.7%
EM
1046
ELCO Management
New York
$276K – – –
DOA
1047
D'Orazio & Associates
Virginia
$276K +$898 +19 +0.3%
SIM
1048
Stratos Investment Management
Ohio
$276K +$12.9K +272 +5%
CF
1049
Claris Financial
Virginia
$275K -$47 -1 -0%
EL
1050
EWA LLC
Pennsylvania
$272K -$283 -6 -0.1%
40 41
42
43 44