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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
EHAM
501
Eagle Harbor Asset Management
Washington
$459K +$11.9K +76 +3%
HIA
502
Harbor Investment Advisory
Maryland
$457K -$4.71K -30 -1%
DEA
503
DoubleLine ETF Adviser
Florida
$454K +$95.5K +608 +29%
AP
504
Advisors Preferred
Maryland
$452K +$424K +2,700 New
GT
505
Glenview Trust
Kentucky
$452K -$36.8K -234 -8%
AIMCA
506
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$451K – – –
HI
507
Harbour Investments
Wisconsin
$449K +$471 +3 +0.1%
CIA
508
Choate Investment Advisors
Massachusetts
$444K +$5.81K +37 +1%
SCA
509
Stonebridge Capital Advisors
Minnesota
$440K -$15.7K -100 -4%
SP
510
Symmetry Partners
Connecticut
$434K – – –
CIC
511
Chilton Investment Company
Connecticut
$434K +$408K +2,597 New
IWC
512
Integrated Wealth Concepts
Massachusetts
$432K +$4.4K +28 +1%
LIM
513
Leavell Investment Management
Alabama
$431K – – –
WF
514
Welch & Forbes
Massachusetts
$427K +$402K +2,557 New
BC
515
Burney Company
Virginia
$425K -$31.4K -200 -7%
SVWAG
516
Sound View Wealth Advisors Group
Georgia
$419K -$36.8K -234 -9%
1SB
517
1ST Source Bank
Indiana
$418K -$18.9K -120 -5%
RDWM
518
Red Door Wealth Management
Tennessee
$416K +$391K +2,487 New
SI
519
Stephens Inc
Arkansas
$412K -$471 -3 -0.1%
AIC
520
Argus Investors Counsel
New York
$402K +$378K +2,409 New
SAG
521
SageView Advisory Group
California
$402K +$91.3K +581 +32%
FCCM
522
First City Capital Management
Georgia
$401K -$173K -1,100 -31%
HTHT
523
Hemenway Trust Hemenway Trust
New Hampshire
$400K -$9.43K -60 -2%
VVP
524
Venture Visionary Partners
Ohio
$398K +$314 +2 +0.1%
OIA
525
Optimum Investment Advisors
Illinois
$398K – – –
19 20
21
22 23