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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
476
AdvisorShares Investments
Maryland
$745K +$27.8K +166 +4%
IPW
477
Impact Partnership Wealth
Georgia
$744K -$10.2K -61 -2%
MGP
478
Metis Global Partners
California
$742K +$23.5K +140 +4%
CIA
479
Concurrent Investment Advisors
Florida
$718K +$213K +1,270 +49%
AF
480
Allworth Financial
California
$718K +$40.1K +239 +7%
CWS
481
Confluence Wealth Services
Pennsylvania
$715K -$166K -990 -20%
MYAM
482
Meiji Yasuda Asset Management
Japan
$709K -$9.06K -54 -1%
NAM
483
NorthCrest Asset Manangement
Minnesota
$706K – – –
NMIMC
484
Northwestern Mutual Investment Management Company
Wisconsin
$697K -$4.03K -24 -0.6%
ETC
485
Exchange Traded Concepts
Oklahoma
$692K -$12.4K -74 -2%
AG
486
Advocate Group
Minnesota
$690K -$10.9K -65 -2%
AWS
487
Atria Wealth Solutions
New York
$683K +$76.3K +455 +14%
CM
488
Crestline Management
Texas
$682K +$613K +3,654 New
CMAI
489
Capital Management Associates Inc
Minnesota
$680K – – –
GT
490
Greenleaf Trust
Michigan
$678K +$3.86K +23 +0.6%
ECM
491
EagleClaw Capital Management
Massachusetts
$676K – – –
TI
492
Tidal Investments
Wisconsin
$676K +$37.2K +222 +7%
IA
493
IFP Advisors
Florida
$669K +$29K +173 +5%
SIC
494
SFE Investment Counsel
California
$667K +$600K +3,575 New
PWAM
495
Pinnacle West Asset Management
Wyoming
$663K +$117K +700 +25%
SG
496
Sienna Gestion
France
$660K – – –
IRC
497
Investors Research Corp
Georgia
$658K -$256K -1,525 -30%
TC
498
TownSquare Capital
Utah
$652K +$14.3K +85 +2%
AC
499
Allstate Corporation
Illinois
$642K +$576K +3,437 New
FNB
500
Farmers National Bank
Kentucky
$638K +$574K +3,420 New
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