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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
551
Lowe Wealth Advisors
Maryland
$27K – – –
LOIM
552
Liberty One Investment Management
Illinois
$26K +$24.1K +340 New
DSC
553
Duncker Streett & Co
Missouri
$25K – – –
PP
554
PrairieView Partners
Minnesota
$24K – – –
SIS
555
Sound Income Strategies
Florida
$24K +$7.09K +100 +47%
BFC
556
Bedel Financial Consulting
Indiana
$23K -$142 -2 -0.7%
CAGAS
557
Capital Advisory Group Advisory Services
Minnesota
$23K – – –
TI
558
tru Independence
Oregon
$23K – – –
CTC
559
Central Trust Company
Missouri
$22K -$44.3K -624 -68%
PWP
560
Principle Wealth Partners
Connecticut
$22K +$20.6K +290 New
RE
561
RBC Europe
United Kingdom
$21.3K +$19.9K +281 New
MDCM
562
Morgan Dempsey Capital Management
Wisconsin
$20K -$16.2K -228 -46%
CAC
563
Certified Advisory Corp
Florida
$19K – – –
EWM
564
Edge Wealth Management
New York
$19K +$17.7K +250 New
SWM
565
Sugarloaf Wealth Management
Georgia
$19K +$17.7K +250 New
BCA
566
Berman Capital Advisors
Georgia
$18K +$5.6K +79 +47%
M
567
MOTCO
Texas
$16K – – –
RA
568
Rational Advisors
New York
$16K +$15.3K +216 New
AIM
569
AIA Investment Management
Singapore
$15K -$18.1K -255 -56%
TF
570
Tompkins Financial
New York
$15K – – –
WCG
571
Weaver Consulting Group
California
$15K +$7.8K +110 +136%
HWA
572
HHM Wealth Advisors
Tennessee
$14K – – –
ZB
573
Zions Bancorporation
Utah
$14K +$4.47K +63 +49%
EI
574
Ellevest Inc
New York
$14K +$7.73K +109 +151%
RDWM
575
Red Door Wealth Management
Tennessee
$13K +$12.8K +180 New
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