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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1151
Lodestone Wealth Management
Washington
$109K +$114K +2,714 New
RIL
1152
Rothschild Investment LLC
Illinois
$107K +$1.94K +46 +2%
KFI
1153
Key Financial Inc
Pennsylvania
$105K – – –
CH
1154
Cromwell Holdings
Wyoming
$104K – – –
MAFA
1155
MJT & Associates Financial Advisory
Minnesota
$102K – – –
VCM
1156
Versant Capital Management
Arizona
$102K +$26.7K +634 +33%
1IA
1157
1620 Investment Advisors
Massachusetts
$99.5K -$42 -1 -0%
CIAM
1158
Caitong International Asset Management
Hong Kong
$98K +$20.6K +490 +25%
PWA
1159
Principia Wealth Advisory
Texas
$96.2K +$65.5K +1,557 +186%
CCA
1160
Catalyst Capital Advisors
New York
$95.2K -$15.7K -373 -14%
BGA
1161
Battery Global Advisors
Massachusetts
$92.9K +$5.94K +141 New
VC
1162
Vestor Capital
Illinois
$90K +$149K +3,544 +157%
TM
1163
Torren Management
California
$87.3K +$91.6K +2,175 New
WETS
1164
Wealth Enhancement Trust Services
South Dakota
$86.5K +$90.7K +2,155 New
QC
1165
Quent Capital
New York
$86K +$631 +15 +0.7%
MA
1166
Modus Advisors
Minnesota
$84.6K +$88.7K +2,108 New
OC
1167
Oakworth Capital
Alabama
$82.6K – – –
CBT
1168
Crews Bank & Trust
Florida
$82.3K – – –
FMII
1169
Farmers & Merchants Investments Inc
Nebraska
$79.4K +$842 +20 +1%
SIS
1170
Sound Income Strategies
Florida
$78.4K +$2.31K +55 +3%
RFP
1171
Root Financial Partners
California
$77.2K -$35.2K -836 -30%
KFA
1172
Kelleher Financial Advisors
New York
$77K – – –
FC
1173
Fairscale Capital
New Hampshire
$75.4K – – –
PB
1174
Pinnacle Bancorp
Nebraska
$74.3K -$6.31K -150 -7%
CFO
1175
CVA Family Office
Colorado
$70.9K +$379 +9 +0.5%
45 46
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48 49