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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
5NPW
1151
55 North Private Wealth
Florida
$219K +$207K +4,551 New
MSCM
1152
McElhenny Sheffield Capital Management
Texas
$218K +$206K +4,543 New
WC
1153
Waterloo Capital
Texas
$217K +$205K +4,523 New
FWM
1154
Forza Wealth Management
Florida
$217K – – –
CWG
1155
Cornerstone Wealth Group
North Carolina
$216K +$204K +4,489 New
AA
1156
Alta Advisers
United Kingdom
$215K – – –
CTA
1157
Chesley Taft & Associates
Illinois
$214K +$2.13K +47 +1%
BTI
1158
Blue Trust Inc
Georgia
$213K -$129K -2,836 -39%
SAM
1159
S.A. Mason
Michigan
$213K -$5.9K -130 -3%
NP
1160
NorthRock Partners
Minnesota
$212K +$200K +4,417 New
TIM
1161
Thompson Investment Management
Wisconsin
$212K – – –
SW
1162
Simplicity Wealth
New Jersey
$211K -$11.9K -263 -6%
BS
1163
Banco Santander
Spain
$211K +$199K +4,387 New
AL
1164
Aspiriant LLC
California
$211K +$199K +4,386 New
SL
1165
Summitry LLC
California
$210K +$198K +4,373 New
MA
1166
Mutual Advisors
Nebraska
$209K -$85.4K -1,881 -30%
SWM
1167
SeaCrest Wealth Management
New York
$208K -$400K -8,805 -67%
FIA
1168
Foundations Investment Advisors
Arizona
$208K -$36.3K -799 -16%
PCS
1169
Personal CFO Solutions
New Jersey
$207K +$196K +4,313 New
GIP
1170
Granite Investment Partners
California
$207K +$195K +4,306 New
MG
1171
Marex Group
$206K +$195K +4,296 New
IB
1172
Intrust Bank
Kansas
$206K -$66K -1,455 -25%
PWMAG
1173
Pinnacle Wealth Management Advisory Group
New Jersey
$206K +$194K +4,279 New
AR
1174
Apeiron RIA
Texas
$205K -$166K -3,656 -46%
FNFDCM
1175
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$205K +$194K +4,270 New
45 46
47
48 49