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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
501
Grove Bank & Trust
Florida
$224K +$201K +1,880 New
LOAMU
502
Lombard Odier Asset Management (USA)
New York
$222K +$200K +1,866 New
HAG
503
HighPoint Advisor Group
Illinois
$219K +$182K +1,696 New
NA
504
Navellier & Associates
Nevada
$218K +$196K +1,831 New
JIC
505
Johnson Investment Counsel
Ohio
$217K +$195K +1,820 New
BHBT
506
Burke & Herbert Bank & Trust
Virginia
$217K +$195K +1,825 New
AAS
507
Avantax Advisory Services
Texas
$216K -$429K -4,010 -69%
WA
508
Wambolt & Associates
Colorado
$215K +$193K +1,804 New
TNBTD
509
Trustmark National Bank Trust Department
Mississippi
$214K -$120K -1,125 -38%
LRIC
510
Long Road Investment Counsel
Michigan
$214K +$193K +1,800 New
DACS
511
Dymon Asia Capital (Singapore)
Singapore
$213K +$191K +1,786 New
SSWM
512
Smith Salley Wealth Management
North Carolina
$213K +$192K +1,789 New
IAA
513
Independent Advisor Alliance
North Carolina
$211K -$66.1K -617 -26%
1WA
514
180 Wealth Advisors
Washington
$209K +$180K +1,680 New
IFS
515
Ifrah Financial Services
Arkansas
$209K +$188K +1,755 New
GC
516
Gilbert & Cook
Iowa
$209K +$188K +1,757 New
ATC
517
Argent Trust Co
Tennessee
$208K +$187K +1,744 New
NERM
518
New England Research & Management
Illinois
$208K +$187K +1,750 New
SPC
519
Sigma Planning Corp
Michigan
$205K +$184K +1,717 New
CSPIA
520
Cary Street Partners Investment Advisory
Virginia
$204K +$46.4K +433 +34%
ECM
521
ExodusPoint Capital Management
New York
$203K -$1.23M -11,522 -87%
EW
522
Evoke Wealth
California
$203K -$186K -1,733 -50%
LIM
523
Leavell Investment Management
Alabama
$203K -$81.8K -764 -31%
COF
524
Capital One Financial
Virginia
$203K +$182K +1,700 New
NAM
525
NTV Asset Management
West Virginia
$203K +$182K +1,700 New
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