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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1126
MJP Associates
Connecticut
$214K +$207K +4,372 New
MFWM
1127
Motley Fool Wealth Management
Virginia
$214K -$10.3M -217,292 -98%
SSA
1128
Schonfeld Strategic Advisors
New York
$213K +$205K +4,344 New
MWM
1129
Modera Wealth Management
New Jersey
$211K +$204K +4,312 New
HWM
1130
HighMark Wealth Management
Minnesota
$210K – – –
RIS
1131
Richmond Investment Services
Wisconsin
$210K +$202K +4,283 New
FNFDCM
1132
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$210K +$202K +4,280 New
SSC
1133
Syverson Strege & Co
Iowa
$210K +$202K +4,280 New
GWM
1134
Geneos Wealth Management
Colorado
$209K -$9.83K -208 -5%
FWM
1135
Forza Wealth Management
Florida
$209K +$201K +4,256 New
LCM
1136
Lazari Capital Management
California
$207K +$200K +4,224 New
TPCW
1137
TD Private Client Wealth
New York
$207K +$78.9K +1,669 +66%
MCM
1138
Monument Capital Management
Virginia
$207K +$199K +4,213 New
FFA
1139
Founders Financial Alliance
North Carolina
$206K +$198K +4,198 New
IPWA
1140
International Private Wealth Advisors
California
$204K +$196K +4,158 New
GIP
1141
Greatmark Investment Partners
Georgia
$203K +$196K +4,140 New
TCOV
1142
Trust Company of Vermont
Vermont
$203K +$6.52K +138 +3%
PFBT
1143
Parkside Financial Bank & Trust
Missouri
$202K -$5.76K -122 -3%
MSCM
1144
McElhenny Sheffield Capital Management
Texas
$202K +$195K +4,126 New
SNBOSD
1145
Security National Bank of So Dak
Iowa
$202K +$195K +4,123 New
VCA
1146
Verdence Capital Advisors
Maryland
$202K -$31.4K -665 -12%
RCM
1147
RB Capital Management
Nevada
$201K +$193K +4,090 New
CAM
1148
Chesapeake Asset Management
New York
$198K -$2.93K -62 -2%
TF
1149
Tompkins Financial
New York
$196K – – –
UFF
1150
USA Financial Formulas
Michigan
$195K -$38.3K -811 -17%
44 45
46
47 48