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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1151
Facet Wealth Inc
Maryland
$221K +$209K +4,600 New
JPMIA
1152
J.P. Marvel Investment Advisors
Massachusetts
$221K +$209K +4,600 New
CAM
1153
Cozad Asset Management
Illinois
$221K -$5.45K -120 -3%
DE
1154
Defiance ETFs
New York
$221K +$210K +4,622 New
TCOV
1155
Trust Company of Vermont
Vermont
$219K +$207K +4,558 New
5NPW
1156
55 North Private Wealth
Florida
$219K +$207K +4,551 New
MSCM
1157
McElhenny Sheffield Capital Management
Texas
$218K +$206K +4,543 New
WC
1158
Waterloo Capital
Texas
$217K +$205K +4,523 New
FWM
1159
Forza Wealth Management
Florida
$217K – – –
CWG
1160
Cornerstone Wealth Group
North Carolina
$216K +$204K +4,489 New
AA
1161
Alta Advisers
United Kingdom
$215K – – –
CTA
1162
Chesley Taft & Associates
Illinois
$214K +$2.13K +47 +1%
BTI
1163
Blue Trust Inc
Georgia
$213K -$129K -2,836 -39%
SAM
1164
S.A. Mason
Michigan
$213K -$5.9K -130 -3%
NP
1165
NorthRock Partners
Minnesota
$212K +$200K +4,417 New
TIM
1166
Thompson Investment Management
Wisconsin
$212K – – –
SW
1167
Simplicity Wealth
New Jersey
$211K -$11.9K -263 -6%
BS
1168
Banco Santander
Spain
$211K +$199K +4,387 New
AL
1169
Aspiriant LLC
California
$211K +$199K +4,386 New
SL
1170
Summitry LLC
California
$210K +$198K +4,373 New
MA
1171
Mutual Advisors
Nebraska
$209K -$85.4K -1,881 -30%
SWM
1172
SeaCrest Wealth Management
New York
$208K -$400K -8,805 -67%
FIA
1173
Foundations Investment Advisors
Arizona
$208K -$36.3K -799 -16%
PCS
1174
Personal CFO Solutions
New Jersey
$207K +$196K +4,313 New
GIP
1175
Granite Investment Partners
California
$207K +$195K +4,306 New
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