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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
551
Gateway Investment Advisers
Ohio
$217K -$49K -432 -18%
IWM
552
IHT Wealth Management
Illinois
$217K -$454 -4 -0.2%
GT
553
Greenleaf Trust
Michigan
$217K +$11K +97 +5%
GC
554
Gratus Capital
Georgia
$215K – – –
KWM
555
Keebeck Wealth Management
Illinois
$214K +$223K +1,969 New
CI
556
Conning Inc
Connecticut
$210K -$2.27K -20 -1%
BHWM
557
Bar Harbor Wealth Management
New Hampshire
$209K -$27.2K -240 -11%
CONA
558
Capital One National Association
New York
$209K +$217K +1,914 New
SSWM
559
Smith Salley Wealth Management
North Carolina
$208K – – –
JIC
560
Johnson Investment Counsel
Ohio
$208K +$20.3K +179 +10%
IFS
561
Ifrah Financial Services
Arkansas
$207K -$2.61K -23 -1%
RI
562
Redwood Investments
Massachusetts
$207K – – –
BSA
563
Braun Stacey Associates
New York
$207K +$216K +1,900 New
IA
564
IFP Advisors
Florida
$206K +$19K +167 +9%
LIM
565
Leavell Investment Management
Alabama
$203K – – –
BCM
566
BlueCrest Capital Management
Jersey
$203K +$211K +1,858 New
GBT
567
Grove Bank & Trust
Florida
$201K – – –
SFPG
568
Stonebridge Financial Planning Group
Florida
$196K +$204K +1,800 New
EW
569
Evoke Wealth
California
$190K +$12K +106 +6%
MERSOM
570
Municipal Employees' Retirement System of Michigan
Michigan
$186K -$529K -4,660 -73%
WPA
571
West Paces Advisors
Georgia
$183K +$185K +1,631 +3,624%
JFGIW
572
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$178K -$567K -4,997 -75%
HIA
573
Harbor Investment Advisory
Maryland
$171K +$178K +1,570 New
GWM
574
Geneos Wealth Management
Colorado
$169K – – –
OC
575
Oakworth Capital
Alabama
$164K – – –
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