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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
451
EagleClaw Capital Management
Massachusetts
$339K -$46.5K -372 -11%
AAM
452
AR Asset Management
California
$339K – – –
MIM
453
Montgomery Investment Management
Maryland
$339K – – –
RMCM
454
Reynders McVeigh Capital Management
Massachusetts
$339K – – –
ONB
455
Old National Bancorp
Indiana
$337K +$372K +2,979 New
VI
456
Vestcor Inc
New Brunswick, Canada
$336K +$115K +921 +45%
CIA
457
Choate Investment Advisors
Massachusetts
$332K -$2.5K -20 -0.7%
ACA
458
Ackerman Capital Advisors
Texas
$332K – – –
WS
459
Wedbush Securities
California
$331K -$307K -2,460 -46%
CAM
460
Cresset Asset Management
Illinois
$331K +$375K +3,003 New
HTHT
461
Hemenway Trust Hemenway Trust
New Hampshire
$329K – – –
VF
462
Virtu Financial
New York
$329K +$250 +2 +0.1%
CFCI
463
Comprehensive Financial Consultants Institutional
Indiana
$327K +$2.62K +21 +0.7%
AWS
464
Atria Wealth Solutions
New York
$325K -$420K -3,367 -54%
CCP
465
Corient Capital Partners
California
$322K -$3.87K -31 -1%
MCM
466
MAI Capital Management
Ohio
$320K -$30.8K -247 -8%
GT
467
Glenview Trust
Kentucky
$319K -$78.2K -626 -18%
AA
468
ALPS Advisors
Colorado
$315K -$3.62K -29 -1%
PFO
469
Pathstone Family Office
New Jersey
$315K +$347K +2,780 New
TI
470
Tidal Investments
Wisconsin
$314K -$1.36M -10,865 -80%
HIA
471
Harbor Investment Advisory
Maryland
$314K -$9.87K -79 -3%
BC
472
Burney Company
Virginia
$311K – – –
IC
473
Inverness Counsel
New York
$308K -$106K -852 -24%
CCM
474
Coldstream Capital Management
Washington
$304K +$26.5K +212 +9%
CF
475
Centaurus Financial
California
$300K +$125 +1 +0%
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19
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