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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
HTHT
526
Hemenway Trust Hemenway Trust
New Hampshire
$381K -$41.4K -280 -10%
LOAMU
527
Lombard Odier Asset Management (USA)
New York
$380K +$362K +2,446 New
CC
528
Cipher Capital
New York
$374K -$779K -5,264 -69%
VVP
529
Venture Visionary Partners
Ohio
$370K -$2.52K -17 -0.7%
OIA
530
Optimum Investment Advisors
Illinois
$369K -$4.44K -30 -1%
MFG
531
MidWestOne Financial Group
Iowa
$367K +$350K +2,368 New
KA
532
Kozak & Associates
Colorado
$365K +$2.66K +18 +0.8%
TCOT
533
Trust Company of Toledo
Ohio
$360K – – –
EM
534
Excalibur Management
Massachusetts
$358K – – –
PGIM
535
Pacific Global Investment Management
California
$355K -$11.1K -75 -3%
FH
536
FWG Holdings
Florida
$348K – – –
MP
537
McDonald Partners
Ohio
$345K – – –
AA
538
ALPS Advisors
Colorado
$340K -$37.9K -256 -10%
BTI
539
Blue Trust Inc
Georgia
$335K +$82.4K +557 +30%
WB
540
WesBanco Bank
West Virginia
$332K -$4.88K -33 -2%
BP
541
Ballentine Partners
Massachusetts
$331K +$316K +2,136 New
FHA
542
First Horizon Advisors
Tennessee
$331K +$1.18K +8 +0.4%
ECM
543
Everence Capital Management
Indiana
$330K – – –
SIA
544
Schechter Investment Advisors
Michigan
$329K +$12K +81 +4%
DEA
545
DoubleLine ETF Adviser
Florida
$328K +$19.4K +131 +7%
LAM
546
L2 Asset Management
Massachusetts
$326K +$311K +2,103 New
AC
547
AXQ Capital
New Jersey
$326K +$311K +2,100 New
AWAU
548
Alliance Wealth Advisors (Utah)
Utah
$325K +$310K +2,093 New
BAM
549
Berkshire Asset Management
Pennsylvania
$323K +$308K +2,080 New
APW
550
Acima Private Wealth
Virginia
$323K +$11.7K +79 +4%
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