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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1076
Pure Financial Advisors
California
$203K -$44.9K -1,106 -19%
VV
1077
Verity & Verity
South Carolina
$203K -$33.3K -821 -15%
NFW
1078
Noble Family Wealth
Florida
$203K +$196K +4,826 New
EI
1079
eCIO Inc
Wisconsin
$203K -$1.22K -30 -0.6%
LAM
1080
Longboard Asset Management
Arizona
$203K +$196K +4,824 New
AWE
1081
Avidian Wealth Enterprises
Texas
$202K +$195K +4,818 New
AIM
1082
Advyzon Investment Management
Illinois
$202K +$195K +4,803 New
UFF
1083
USA Financial Formulas
Michigan
$201K -$30.5K -751 -14%
XT
1084
XTX Topco
Cayman Islands
$200K -$373K -9,200 -66%
OP
1085
ORG Partners
Indiana
$199K +$14.4K +354 +15%
DMBA
1086
Deseret Mutual Benefit Administrators
Utah
$195K – – –
GC
1087
Gibson Capital
Pennsylvania
$194K +$188K +4,622 New
QL
1088
Quarry LP
New York
$194K +$111K +2,739 +146%
GWM
1089
Geneos Wealth Management
Colorado
$188K +$14.3K +352 +9%
TIM
1090
Thompson Investment Management
Wisconsin
$185K – – –
HWM
1091
HighMark Wealth Management
Minnesota
$180K +$5.15K +127 +3%
PFBT
1092
Parkside Financial Bank & Trust
Missouri
$179K +$6.86K +169 +4%
CAM
1093
Chesapeake Asset Management
New York
$172K -$9.65K -238 -5%
FNWA
1094
Financial Network Wealth Advisors
Utah
$169K +$2.43K +60 +2%
TF
1095
Tompkins Financial
New York
$168K – – –
TCOV
1096
Trust Company of Vermont
Vermont
$168K +$52.7K +1,298 +48%
OCM
1097
Osterweis Capital Management
California
$166K -$406 -10 -0.3%
WSCM
1098
Wellington Shields Capital Management
New York
$162K – – –
WSC
1099
Wellington Shields & Co
New York
$160K – – –
QT
1100
Quantbot Technologies
New York
$158K +$153K +3,772 New
42 43
44
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