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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1076
Mainsail Asset Management
Alabama
$277K +$136 +3 +0%
MM
1077
MQS Management
New York
$277K +$261K +5,761 New
EWS
1078
Evergreen Wealth Solutions
Pennsylvania
$276K +$45.1K +993 +23%
MPWT
1079
MassMutual Private Wealth & Trust
Connecticut
$276K -$25K -551 -9%
MAWA
1080
Moss Adams Wealth Advisors
Washington
$275K -$21.1K -464 -7%
EW
1081
Elyxium Wealth
California
$275K +$260K +5,729 New
HCA
1082
Hyperion Capital Advisors
New York
$275K – – –
CRA
1083
Clear Retirement Advice
California
$273K – – –
WCM
1084
Windsor Capital Management
Arizona
$273K – – –
WFI
1085
West Family Investments
California
$272K +$257K +5,670 New
GP
1086
GLR Partners
Maryland
$271K +$45K +992 +21%
CFS
1087
Commonwealth Financial Services
West Virginia
$271K -$12.5K -275 -5%
JFGIW
1088
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$271K -$21.7K -479 -8%
LIA
1089
LS Investment Advisors
Michigan
$270K – – –
BFO
1090
Biltmore Family Office
North Carolina
$269K +$20.7K +455 +9%
MSFS
1091
Main Street Financial Solutions
Pennsylvania
$267K +$253K +5,567 New
RWM
1092
Revisor Wealth Management
Ohio
$267K -$20.5K -451 -8%
SIM
1093
Stratos Investment Management
Ohio
$266K -$39.6K -872 -14%
PFBT
1094
Parkside Financial Bank & Trust
Missouri
$266K +$85K +1,873 +51%
CP
1095
Castleview Partners
Texas
$264K -$4.99K -110 -2%
PS
1096
Planned Solutions
California
$264K +$2.54K +56 +1%
WT
1097
Whittier Trust
California
$264K +$2.81K +62 +1%
DWS
1098
Discipline Wealth Solutions
South Carolina
$263K +$1.23K +27 +0.5%
WAAG
1099
Wealth Alliance Advisory Group
Kansas
$263K – – –
ATC
1100
Argent Trust Co
Tennessee
$261K +$25.4K +559 +11%
42 43
44
45 46