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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
551
Smith Salley Wealth Management
North Carolina
$256K +$1.71K +13 +0.7%
CWM
552
Collaborative Wealth Management
Florida
$253K +$250K +1,903 New
LIA
553
LS Investment Advisors
Michigan
$249K -$146K -1,108 -39%
NERM
554
New England Research & Management
Illinois
$249K – – –
CG
555
Cutler Group
California
$246K +$215K +1,637 +1,637%
SPC
556
Sigma Planning Corp
Michigan
$244K +$132 +1 +0.1%
GWM
557
Geneos Wealth Management
Colorado
$243K – – –
SVWAG
558
Sound View Wealth Advisors Group
Georgia
$242K – – –
COF
559
Capital One Financial
Virginia
$241K – – –
EW
560
Evoke Wealth
California
$241K – – –
LIM
561
Leavell Investment Management
Alabama
$241K – – –
NAM
562
NTV Asset Management
West Virginia
$241K – – –
FMT
563
First Mercantile Trust
Tennessee
$241K +$223K +1,697 New
1WA
564
180 Wealth Advisors
Washington
$240K +$3.29K +25 +1%
LOIM
565
Liberty One Investment Management
Illinois
$240K +$129K +980 +139%
MYLI
566
Meiji Yasuda Life Insurance
Japan
$239K -$196K -1,490 -47%
MC
567
Moors & Cabot
Massachusetts
$238K -$97.7K -742 -31%
MIM
568
MTM Investment Management
South Carolina
$238K +$221K +1,679 New
SWM
569
SeaCrest Wealth Management
New York
$238K +$221K +1,679 New
IFS
570
Ifrah Financial Services
Arkansas
$237K -$11.1K -84 -5%
UFA
571
US Financial Advisors
Massachusetts
$237K +$219K +1,666 New
MCM
572
MAI Capital Management
Ohio
$237K +$220K +1,669 New
WS
573
Wedbush Securities
California
$235K +$218K +1,654 New
BCA
574
Bay Colony Advisors
Massachusetts
$235K +$218K +1,655 New
HAG
575
HighPoint Advisor Group
Illinois
$234K -$7.9K -60 -4%
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