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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
M
551
MOTCO
Texas
$11K +$584 +6 +3%
AT
552
Arden Trust
Delaware
$11K +$19.5K +200 New
CQS
553
Credential Qtrade Securities
$10.1K -$1.08M -11,119 -98%
AA
554
Advisory Alpha
Michigan
$10K – – –
ST
555
Smithfield Trust
Pennsylvania
$10K -$17.7K -182 -50%
HWA
556
HHM Wealth Advisors
Tennessee
$10K +$18.3K +188 New
FDCDDQ
557
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.53K – – –
GAM
558
Gemmer Asset Management
California
$9K +$876 +9 +5%
BCA
559
Berman Capital Advisors
Georgia
$9K +$7.39K +76 +83%
CT
560
Caldwell Trust
Florida
$8.5K – – –
PFGIA
561
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$2.14K -22 -13%
AW
562
Alpha Windward
Massachusetts
$8K – – –
FWM
563
Focused Wealth Management
New York
$8K +$195 +2 +1%
CA
564
Clearstead Advisors
Ohio
$8K +$14.6K +150 New
ZB
565
Zions Bancorporation
Utah
$7K -$5.35K -55 -30%
PCMK
566
Paragon Capital Management (Kansas)
Kansas
$7K +$12.2K +125 New
WFMPM
567
Woodley Farra Manion Portfolio Management
Indiana
$7K +$12.9K +133 New
LF
568
Lee Financial
Texas
$6K -$579K -5,948 -98%
TFS
569
TrustCore Financial Services
Tennessee
$6K – – –
AA
570
Ancora Advisors
Ohio
$6K +$11.3K +116 New
SMG
571
Spectrum Management Group
Indiana
$5K -$2.3M -23,644 -100%
SFSIG
572
San Francisco Sentry Investment Group
California
$5K -$84.8K -872 -91%
CFA
573
Carroll Financial Associates
North Carolina
$5K – – –
CHC
574
City Holding Co
West Virginia
$5K – – –
TCM
575
Tradewinds Capital Management
Washington
$5K – – –
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