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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1051
Channel Wealth
California
$238K – – –
CP
1052
Castleview Partners
Texas
$237K +$4.29K +102 +2%
VA
1053
Valmark Advisers
Ohio
$237K +$295 +7 +0.1%
MWM
1054
Moran Wealth Management
Florida
$235K -$67.9K -1,613 -22%
PTC
1055
Private Trust Company
Ohio
$233K -$55.5K -1,319 -19%
BWP
1056
BSW Wealth Partners
Colorado
$233K -$94.5K -2,245 -28%
BTWM
1057
Baker Tilly Wealth Management
Wisconsin
$233K -$12.4K -295 -5%
LAM
1058
L2 Asset Management
Massachusetts
$232K +$16.3K +388 +7%
AWM
1059
Aprio Wealth Management
Georgia
$231K -$26.4K -628 -10%
JFGIW
1060
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$231K -$187K -4,436 -44%
DOA
1061
D'Orazio & Associates
Virginia
$230K +$5.05K +120 +2%
HCA
1062
Hyperion Capital Advisors
New York
$230K – – –
SF
1063
Summit Financial
New Jersey
$229K -$1.12M -26,539 -82%
WCM
1064
Windsor Capital Management
Arizona
$228K – – –
XWL
1065
XXI Wealth LLC
Illinois
$228K +$239K +5,671 New
CF
1066
Claris Financial
Virginia
$227K +$1.26K +30 +0.5%
SHGA
1067
Sand Hill Global Advisors
California
$226K +$13.6K +324 +6%
HH
1068
Hilltop Holdings
Texas
$226K -$74.3K -1,766 -24%
EM
1069
ELCO Management
New York
$226K – – –
SWA
1070
Sax Wealth Advisors
New Jersey
$225K +$236K +5,599 New
EL
1071
EWA LLC
Pennsylvania
$225K +$1.94K +46 +0.8%
PFA
1072
Pure Financial Advisors
California
$224K +$5.98K +142 +3%
WT
1073
Whittier Trust
California
$224K -$9.18K -218 -4%
SFS
1074
Sowell Financial Services
Arkansas
$224K +$11.4K +271 +5%
SIM
1075
Stratos Investment Management
Ohio
$223K -$2.31K -55 -1%
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