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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
551
Wolverine Asset Management
Illinois
$66K +$56.5K +617 New
TWA
552
TCI Wealth Advisors
Arizona
$65K +$275 +3 +0.5%
CFG
553
Citizens Financial Group
Rhode Island
$64K – – –
MSA
554
Marino Stram & Associates
Massachusetts
$64K – – –
HFM
555
Harvest Fund Management
China
$62K +$52.9K +578 New
TCOV
556
Trust Company of Vermont
Vermont
$60K +$10.1K +110 +24%
LC
557
Landaas & Company
Wisconsin
$59K +$50.4K +550 New
CBT
558
Capital Bank & Trust
California
$59K +$50.5K +552 New
RWA
559
Ropes Wealth Advisors
Massachusetts
$56K – – –
TFA
560
Transamerica Financial Advisors
Florida
$55K +$183 +2 +0.4%
PGWM
561
Parisi Gray Wealth Management
New Jersey
$54K – – –
FHA
562
Flagship Harbor Advisors
Massachusetts
$50K +$43.1K +471 New
GCM
563
Gables Capital Management
Florida
$50K +$52.2K +570 New
WT
564
Washington Trust
Rhode Island
$42K +$36.1K +394 New
BWM
565
Baystate Wealth Management
Massachusetts
$40K -$4.12K -45 -11%
PCM
566
Prelude Capital Management
New York
$39K -$183K -1,996 -85%
GLI
567
Guardian Life Insurance
New York
$37K +$5.22K +57 +20%
SLF
568
Sun Life Financial
Ontario, Canada
$36K +$26.4K +288 +600%
KJWM
569
Kiley Juergens Wealth Management
Washington
$36K +$31.5K +344 New
RA
570
Rational Advisors
New York
$35K -$412K -4,504 -93%
SIAS
571
Shine Investment Advisory Services
Colorado
$34K – – –
CF
572
Centaurus Financial
California
$34K +$28.8K +314 New
OFW
573
Omnia Family Wealth
Florida
$33K – – –
BFC
574
Bedel Financial Consulting
Indiana
$32K – – –
CAGAS
575
Capital Advisory Group Advisory Services
Minnesota
$32K – – –
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