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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
501
Excalibur Management
Massachusetts
$291K – – –
FHA
502
First Horizon Advisors
Tennessee
$290K -$4.5K -36 -2%
CP
503
Covenant Partners
Tennessee
$289K -$12.5K -100 -4%
JWM
504
Jeppson Wealth Management
California
$286K +$283K +2,261 New
FH
505
FWG Holdings
Florida
$283K +$875 +7 +0.3%
IB
506
Intrust Bank
Kansas
$283K +$280K +2,240 New
MP
507
McDonald Partners
Ohio
$281K – – –
MAM
508
Meeder Asset Management
Ohio
$277K +$48K +384 +21%
KPWS
509
Kestra Private Wealth Services
Texas
$276K +$23.4K +187 +9%
CSPIA
510
Cary Street Partners Investment Advisory
Virginia
$274K – – –
TF
511
TIAA FSB
Florida
$269K -$156K -1,250 -37%
RPC
512
Rossmore Private Capital
Connecticut
$268K – – –
5L
513
55I LLC
Massachusetts
$266K +$263K +2,104 New
TAM
514
Trillium Asset Management
Massachusetts
$263K – – –
IC
515
IEQ Capital
California
$259K +$256K +2,049 New
DADC
516
D.A. Davidson & Co
Montana
$254K – – –
BCV
517
Banque Cantonale Vaudoise
Switzerland
$253K – – –
APW
518
Acima Private Wealth
Virginia
$253K – – –
TNBTD
519
Trustmark National Bank Trust Department
Mississippi
$251K – – –
EWM
520
Evercore Wealth Management
New York
$250K – – –
BTWM
521
Baker Tilly Wealth Management
Wisconsin
$247K +$1.38K +11 +0.6%
EIP
522
Easterly Investment Partners
Massachusetts
$247K +$244K +1,956 New
CWM
523
Collaborative Wealth Management
Florida
$241K – – –
SIA
524
Schechter Investment Advisors
Michigan
$241K +$238K +1,903 New
RWA
525
Ropes Wealth Advisors
Massachusetts
$241K +$239K +1,910 New
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