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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1201
Elevation Wealth Partners
California
$22.8K – – –
EP
1202
Essential Partners
California
$22.3K +$21.5K +530 New
TTIC
1203
Tower Trust & Investment Company
Iowa
$22K – – –
MIM
1204
MTM Investment Management
South Carolina
$21.8K -$359K -8,840 -94%
MCM
1205
Manchester Capital Management
Vermont
$21.8K -$243 -6 -1%
GSWM
1206
Golden State Wealth Management
California
$21.4K – – –
CT
1207
Clearstead Trust
Maine
$21.3K +$11.4K +282 +126%
MTIC
1208
Missouri Trust & Investment Company
Missouri
$21.2K -$1.42K -35 -6%
CMP
1209
Coston McIsaac & Partners
Maine
$21K – – –
PMFA
1210
Plante Moran Financial Advisors
Michigan
$21K – – –
PPA
1211
Painted Porch Advisors
California
$20.1K -$1.01K -25 -5%
AWM
1212
Abound Wealth Management
Tennessee
$19.8K – – –
EFMH
1213
E Fund Management (HK)
Hong Kong
$19.7K – – –
HFS
1214
Hughes Financial Services
Virginia
$19.2K +$446 +11 +3%
BGAI
1215
Bruce G. Allen Investments
Colorado
$18.6K +$406 +10 +2%
KPP
1216
Kings Path Partners
Texas
$18.5K – – –
USB
1217
Union Savings Bank
Connecticut
$18.5K – – –
NEWAS
1218
N.E.W. Advisory Services
Wisconsin
$18.1K -$65.9K -1,625 -79%
DF
1219
Dunhill Financial
United Kingdom
$17.3K +$5.19K +128 +45%
CNBTD
1220
Citizens National Bank Trust Department
Mississippi
$17K – – –
CSB
1221
City State Bank
Iowa
$16.8K – – –
FCAS
1222
First Command Advisory Services
Texas
$16.8K – – –
RS
1223
Rakuten Securities
Japan
$16.8K +$9.74K +240 +150%
AUB
1224
Atlantic Union Bankshares
Virginia
$16.8K +$16.2K +400 New
MS
1225
Marshall & Sullivan
Washington
$16.8K +$16.2K +400 New
47 48
49
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