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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
501
West Michigan Advisors
Michigan
$324K +$144K +1,043 +75%
AP
502
Americana Partners
Texas
$324K +$340K +2,461 New
BFG
503
Berger Financial Group
Minnesota
$321K -$72.2K -523 -18%
PA
504
Profund Advisors
Maryland
$321K -$17.3K -125 -5%
CP
505
Covenant Partners
Tennessee
$319K -$85.2K -617 -20%
PP
506
Prudential plc
United Kingdom
$319K +$331K +2,399 New
PGIM
507
Pacific Global Investment Management
California
$318K -$29.4K -213 -8%
EHAM
508
Eagle Harbor Asset Management
Washington
$314K +$326K +2,363 New
ANTB
509
AMG National Trust Bank
Colorado
$309K – – –
EM
510
Excalibur Management
Massachusetts
$306K – – –
SM
511
Sciencast Management
New Jersey
$298K -$1.27M -9,201 -80%
CI
512
Cigna Investments
Connecticut
$298K -$95.3K -690 -24%
QI
513
Qtron Investments
Massachusetts
$296K -$247K -1,786 -45%
MP
514
McDonald Partners
Ohio
$296K +$307K +2,225 New
FH
515
FWG Holdings
Florida
$295K – – –
FHA
516
First Horizon Advisors
Tennessee
$293K -$14.5K -105 -5%
TPCW
517
TD Private Client Wealth
New York
$291K +$6.08K +44 +2%
BAM
518
Belpointe Asset Management
Nevada
$287K +$15.6K +113 +6%
PHK
519
Point72 Hong Kong
Hong Kong
$285K +$234K +1,697 +381%
CAIMH
520
Central Asset Investments & Management Holdings
Hong Kong
$284K -$27.6K -200 -9%
CDH
521
Charles D. Hyman
$283K – – –
RPC
522
Rossmore Private Capital
Connecticut
$283K – – –
PT
523
Plimoth Trust
Massachusetts
$282K +$22.1K +160 +8%
WCA
524
Waratah Capital Advisors
Ontario, Canada
$280K -$11.9M -85,964 -98%
BB
525
Busey Bank
Illinois
$278K – – –
19 20
21
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