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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
MNA
1501
Manning & Napier Advisors
New York
– -$34.7K -708 Closed
GSWM
1502
Golden State Wealth Management
California
– -$33.6K -686 Closed
ATC
1503
Adirondack Trust Company
New York
– -$29.9K -610 Closed
PMFA
1504
Plante Moran Financial Advisors
Michigan
– -$24.5K -500 Closed
PPA
1505
Painted Porch Advisors
California
– -$23.5K -479 Closed
KPP
1506
Kings Path Partners
Texas
– -$21.6K -440 Closed
JWM
1507
JPL Wealth Management
Colorado
– -$21.1K -430 Closed
SFCL
1508
Strengthening Families & Communities LLC
Massachusetts
– -$19.8K -402 Closed
PIS
1509
POM Investment Strategies
North Carolina
– -$16.5K -336 Closed
CCM
1510
Cloud Capital Management
Washington
– -$13K -279 Closed
CTWM
1511
Cherry Tree Wealth Management
Minnesota
– -$12.7K -258 Closed
MSWA
1512
Marshall & Sterling Wealth Advisors
New York
– -$11.4K -232 Closed
WBC
1513
West Branch Capital
Massachusetts
– -$10.4K -212 Closed
BDPWM
1514
Barnes Dennig Private Wealth Management
Ohio
– -$8.83K -180 Closed
FMP
1515
Financial Management Professionals
Texas
– -$7.6K -155 Closed
TCM
1516
TruNorth Capital Management
Michigan
– -$5.88K -120 Closed
AEPWM
1517
Atlantic Edge Private Wealth Management
Florida
– -$4.9K -100 Closed
CWM
1518
Crowley Wealth Management
Delaware
– -$4.51K -92 Closed
ACM
1519
Accent Capital Management
Ohio
– -$3.04K -62 Closed
TIM
1520
Tortoise Investment Management
New York
– -$2.94K -60 Closed
TCA
1521
Trifecta Capital Advisors
Illinois
– -$2.94K -60 Closed
HHGA
1522
Halbert Hargrove Global Advisors
California
– -$2.65K -54 Closed
QL
1523
Quarry LP
New York
– -$2.31K -47 Closed
CAC
1524
Core Alternative Capital
Georgia
– -$1.96K -40 Closed
RWS
1525
Retirement Wealth Solutions
Wisconsin
– -$1.52K -31 Closed
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