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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
551
Evercore Wealth Management
New York
$273K – – –
V
552
Veritable
Delaware
$273K +$275K +1,973 New
HCM
553
Hodges Capital Management
Texas
$272K -$134K -964 -33%
PA
554
Profund Advisors
Maryland
$270K +$17.4K +125 +7%
RWA
555
Ropes Wealth Advisors
Massachusetts
$270K +$5.72K +41 +2%
RBC
556
Romano Brothers & Co
Illinois
$270K +$272K +1,951 New
MA
557
Mutual Advisors
Nebraska
$264K +$266K +1,908 New
BTWM
558
Baker Tilly Wealth Management
Wisconsin
$264K -$7.39K -53 -3%
FUBT
559
First United Bank & Trust
Maryland
$263K – – –
1WA
560
180 Wealth Advisors
Washington
$260K +$5.02K +36 +2%
ANTB
561
AMG National Trust Bank
Colorado
$260K +$697 +5 +0.3%
IAIM
562
International Assets Investment Management
Florida
$257K +$19M +135,923 New
BRWA
563
B. Riley Wealth Advisors
Florida
$256K +$2.23K +16 +0.9%
4WM
564
44 Wealth Management
Oregon
$255K +$4.74K +34 +2%
CWM
565
Collaborative Wealth Management
Florida
$253K -$10.2K -73 -4%
WA
566
Wambolt & Associates
Colorado
$250K – – –
SCA
567
Snowden Capital Advisors
New York
$249K +$1.95K +14 +0.8%
OW
568
Olistico Wealth
Oklahoma
$248K +$250K +1,794 New
FA
569
FDx Advisors
Illinois
$245K +$247K +1,772 New
CFFP
570
Center for Financial Planning
Michigan
$244K +$38.2K +274 +18%
SS
571
Simplicity Solutions
Minnesota
$243K +$245K +1,756 New
S
572
SignatureFD
Georgia
$242K +$22.2K +159 +10%
SAG
573
SageView Advisory Group
California
$237K +$239K +1,717 New
EW
574
Evoke Wealth
California
$237K +$2.65K +19 +1%
NAM
575
NTV Asset Management
West Virginia
$235K – – –
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