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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
551
Conning Inc
Connecticut
$245K +$57.4K +416 +29%
QT
552
Quantamental Technologies
New York
$241K +$251K +1,816 New
TNBTD
553
Trustmark National Bank Trust Department
Mississippi
$239K – – –
WA
554
Wambolt & Associates
Colorado
$235K – – –
BO
555
Bank OZK
Arkansas
$231K -$2.76K -20 -1%
1WA
556
180 Wealth Advisors
Washington
$231K – – –
RT
557
Rockland Trust
Massachusetts
$230K +$239K +1,730 New
EW
558
Evoke Wealth
California
$228K +$1.66K +12 +0.7%
SVWAG
559
Sound View Wealth Advisors Group
Georgia
$227K – – –
COF
560
Capital One Financial
Virginia
$226K – – –
LIM
561
Leavell Investment Management
Alabama
$226K – – –
NAM
562
NTV Asset Management
West Virginia
$226K – – –
MIM
563
MTM Investment Management
South Carolina
$225K +$552 +4 +0.2%
IWC
564
Integrated Wealth Concepts
Massachusetts
$224K -$323K -2,338 -58%
PAG
565
Powers Advisory Group
Illinois
$222K +$1.24K +9 +0.5%
IFS
566
Ifrah Financial Services
Arkansas
$222K +$2.21K +16 +1%
AIP
567
Ameritas Investment Partners
Nebraska
$220K -$32.2K -233 -12%
WTC
568
WhitTier Trust Company
Nevada
$218K +$6.9K +50 +3%
GCP
569
GSA Capital Partners
United Kingdom
$217K +$226K +1,634 New
FT
570
Fiduciary Trust
Massachusetts
$216K – – –
AWM
571
Axxcess Wealth Management
California
$215K -$41.4K -300 -16%
NERM
572
New England Research & Management
Illinois
$213K -$20.7K -150 -9%
BCCM
573
Bridge Creek Capital Management
Massachusetts
$213K – – –
ACP
574
Ashfield Capital Partners
California
$212K – – –
BDFN
575
Bond & Devick Financial Network
Minnesota
$211K +$690 +5 +0.3%
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