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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
551
Leavell Investment Management
Alabama
$257K – – –
NAM
552
NTV Asset Management
West Virginia
$257K – – –
MIM
553
MTM Investment Management
South Carolina
$255K +$588 +4 +0.2%
1WA
554
180 Wealth Advisors
Washington
$254K – – –
BBA
555
BLB&B Advisors
Pennsylvania
$250K – – –
DCM
556
Dupont Capital Management
Delaware
$248K -$489K -3,324 -67%
IFS
557
Ifrah Financial Services
Arkansas
$247K -$441 -3 -0.2%
FT
558
Fiduciary Trust
Massachusetts
$246K -$497K -3,384 -68%
SWP
559
Stratos Wealth Partners
Ohio
$246K -$14.6K -99 -6%
EF
560
Empirical Finance
Pennsylvania
$246K +$13.5K +92 +6%
TI
561
Tidal Investments
Wisconsin
$246K +$238K +1,621 New
IAA
562
Independent Advisor Alliance
North Carolina
$245K +$15.7K +107 +7%
EI
563
Ellevest Inc
New York
$245K +$22.8K +155 +11%
ZCA
564
Zeke Capital Advisors
Pennsylvania
$244K -$73.9K -503 -24%
CL
565
CPWM LLC
Washington
$244K – – –
BCCM
566
Bridge Creek Capital Management
Massachusetts
$242K – – –
TMAM
567
Tokio Marine Asset Management
Japan
$242K +$24.3K +165 +12%
DADC
568
D.A. Davidson & Co
Montana
$242K +$235K +1,600 New
ACP
569
Ashfield Capital Partners
California
$241K – – –
BCA
570
Bay Colony Advisors
Massachusetts
$240K -$6.61K -45 -3%
WTC
571
WhitTier Trust Company
Nevada
$240K – – –
BDFN
572
Bond & Devick Financial Network
Minnesota
$238K +$735 +5 +0.3%
DBIA
573
Dumont & Blake Investment Advisors
New Jersey
$237K – – –
PP
574
Patron Partners
Texas
$237K – – –
FTDI
575
First Trust Direct Indexing
Massachusetts
$237K +$230K +1,565 New
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