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Darden Restaurants
DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
526
Kozak & Associates
Colorado
$396K +$2.67K +17 +0.7%
FI
527
Financial Insights
Washington
$396K +$156K +990 +72%
MFG
528
MidWestOne Financial Group
Iowa
$396K – – –
PMFA
529
Plante Moran Financial Advisors
Michigan
$394K -$106K -672 -22%
QIM
530
Quantitative Investment Management
Virginia
$393K -$805K -5,125 -69%
TCOT
531
Trust Company of Toledo
Ohio
$393K +$5.18K +33 +1%
PP
532
Paloma Partners
Connecticut
$392K +$50.4K +321 +16%
PWG
533
Portside Wealth Group
Utah
$387K +$364K +2,315 New
EM
534
Excalibur Management
Massachusetts
$385K – – –
BCV
535
Banque Cantonale Vaudoise
Switzerland
$385K +$47.1K +300 +15%
OWA
536
One Wealth Advisors
California
$383K -$28.6K -182 -7%
FTDI
537
First Trust Direct Indexing
Massachusetts
$382K +$104K +659 +40%
AR
538
Advisory Research
Illinois
$381K +$94.6K +602 +36%
PCIA
539
Prime Capital Investment Advisors
Kansas
$378K +$95.5K +608 +37%
PGIM
540
Pacific Global Investment Management
California
$377K -$4.55K -29 -1%
ATPW
541
Ashton Thomas Private Wealth
Arizona
$377K +$355K +2,259 New
FH
542
FWG Holdings
Florida
$369K – – –
AA
543
ALPS Advisors
Colorado
$369K +$2.36K +15 +0.7%
LAM
544
L2 Asset Management
Massachusetts
$364K +$104K +661 +31%
ISWM
545
Independent Solutions Wealth Management
New York
$361K +$339K +2,160 New
FFN
546
Focus Financial Network
Minnesota
$361K +$95.5K +608 +39%
GLR
547
Great Lakes Retirement
Ohio
$358K +$337K +2,144 New
EI
548
Ellevest Inc
New York
$358K +$140K +889 +71%
MP
549
McDonald Partners
Ohio
$355K -$15.7K -100 -4%
WB
550
WesBanco Bank
West Virginia
$354K -$4.24K -27 -1%
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