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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1151
Strive Financial Group
Indiana
$109K +$114K +2,717 New
LWM
1152
Lodestone Wealth Management
Washington
$109K +$114K +2,714 New
RIL
1153
Rothschild Investment LLC
Illinois
$107K +$1.94K +46 +2%
KFI
1154
Key Financial Inc
Pennsylvania
$105K – – –
CH
1155
Cromwell Holdings
Wyoming
$104K – – –
MAFA
1156
MJT & Associates Financial Advisory
Minnesota
$102K – – –
VCM
1157
Versant Capital Management
Arizona
$102K +$26.7K +634 +33%
1IA
1158
1620 Investment Advisors
Massachusetts
$99.5K -$42 -1 -0%
CIAM
1159
Caitong International Asset Management
Hong Kong
$98K +$20.6K +490 +25%
PWA
1160
Principia Wealth Advisory
Texas
$96.2K +$65.5K +1,557 +186%
CCA
1161
Catalyst Capital Advisors
New York
$95.2K -$15.7K -373 -14%
BGA
1162
Battery Global Advisors
Massachusetts
$92.9K +$5.94K +141 New
VC
1163
Vestor Capital
Illinois
$90K +$149K +3,544 +157%
TM
1164
Torren Management
California
$87.3K +$91.6K +2,175 New
WETS
1165
Wealth Enhancement Trust Services
South Dakota
$86.5K +$90.7K +2,155 New
QC
1166
Quent Capital
New York
$86K +$631 +15 +0.7%
MA
1167
Modus Advisors
Minnesota
$84.6K +$88.7K +2,108 New
OC
1168
Oakworth Capital
Alabama
$82.6K – – –
CBT
1169
Crews Bank & Trust
Florida
$82.3K – – –
FMII
1170
Farmers & Merchants Investments Inc
Nebraska
$79.4K +$842 +20 +1%
SIS
1171
Sound Income Strategies
Florida
$78.4K +$2.31K +55 +3%
RFP
1172
Root Financial Partners
California
$77.2K -$35.2K -836 -30%
KFA
1173
Kelleher Financial Advisors
New York
$77K – – –
FC
1174
Fairscale Capital
New Hampshire
$75.4K – – –
PB
1175
Pinnacle Bancorp
Nebraska
$74.3K -$6.31K -150 -7%
45 46
47
48 49