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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
451
Juncture Wealth Strategies
Arizona
$591K -$59.2K -400 -10%
MGP
452
Metis Global Partners
California
$588K +$185K +1,252 +49%
MA
453
MJP Associates
Connecticut
$584K +$161K +1,088 +41%
WMA
454
West Michigan Advisors
Michigan
$578K +$44.7K +302 +9%
CPIG
455
Chicago Partners Investment Group
Illinois
$573K +$5.92K +40 +1%
PCA
456
Prosperity Capital Advisors
Ohio
$573K – – –
BCI
457
Brinker Capital Investments
Pennsylvania
$570K +$544K +3,674 New
OPS
458
Orion Portfolio Solutions
Nebraska
$570K +$544K +3,674 New
ONB
459
Old National Bancorp
Indiana
$566K -$36.8K -249 -6%
SA
460
Syntax Advisors
New York
$549K -$9.03K -61 -2%
VCG
461
Vantage Consulting Group
Virginia
$549K -$9.03K -61 -2%
GT
462
Greenleaf Trust
Michigan
$547K +$6.51K +44 +1%
IC
463
IEQ Capital
California
$546K +$165K +1,116 +46%
EF
464
Empirical Finance
Pennsylvania
$544K +$22.2K +150 +4%
FCCM
465
First City Capital Management
Georgia
$532K – – –
MYAM
466
Meiji Yasuda Asset Management
Japan
$530K – – –
HCM
467
Howland Capital Management
Massachusetts
$528K – – –
JWM
468
Jeppson Wealth Management
California
$526K +$14.5K +98 +3%
CII
469
Capital International Inc
California
$524K +$2.52K +17 +0.5%
CCB
470
Country Club Bank
Missouri
$524K -$5.31M -35,912 -91%
ECM
471
EagleClaw Capital Management
Massachusetts
$523K – – –
IAA
472
Independent Advisor Alliance
North Carolina
$513K +$489K +3,303 New
AGA
473
Accuvest Global Advisors
Utah
$508K -$925K -6,254 -66%
SS
474
Simplicity Solutions
Minnesota
$507K +$224K +1,513 +86%
BFG
475
Bleakley Financial Group
New Jersey
$507K +$37.4K +253 +8%
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