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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
551
Rossmore Private Capital
Connecticut
$322K -$7.4K -50 -2%
CSPIA
552
Cary Street Partners Investment Advisory
Virginia
$321K – – –
V
553
Veritable
Delaware
$321K +$14.4K +97 +5%
TF
554
TIAA FSB
Florida
$320K -$35.1K -237 -10%
OMC
555
Old Mission Capital
Illinois
$319K +$304K +2,053 New
PA
556
Profund Advisors
Maryland
$318K +$14.2K +96 +5%
WTC
557
WhitTier Trust Company
Nevada
$317K -$740 -5 -0.2%
PP
558
Paloma Partners
Connecticut
$315K -$160K -1,080 -35%
HI
559
Horizon Investments
North Carolina
$314K -$328K -2,214 -52%
BCV
560
Banque Cantonale Vaudoise
Switzerland
$311K – – –
TAM
561
Trillium Asset Management
Massachusetts
$310K – – –
DADC
562
D.A. Davidson & Co
Montana
$310K – – –
DI
563
DFPG Investments
Utah
$308K +$294K +1,988 New
S
564
SignatureFD
Georgia
$308K +$34.6K +234 +13%
RWA
565
Ropes Wealth Advisors
Massachusetts
$304K +$1.63K +11 +0.6%
RBC
566
Romano Brothers & Co
Illinois
$303K – – –
SCA
567
Snowden Capital Advisors
New York
$298K +$18.5K +125 +7%
QP
568
Quilter Plc
United Kingdom
$298K +$44.4K +300 New
HCM
569
Hodges Capital Management
Texas
$297K +$36.7K +248 +13%
PPC
570
Park Place Capital
Alabama
$296K +$96.3K +651 +52%
ANTB
571
AMG National Trust Bank
Colorado
$295K +$3.25K +22 +1%
LWAM
572
Legacy Wealth Asset Management
Minnesota
$291K +$278K +1,876 New
SWP
573
Summit Wealth Partners
Florida
$288K -$83.6K -565 -23%
9WM
574
9258 Wealth Management
Ohio
$288K +$43.9K +297 +19%
CWM
575
Collaborative Wealth Management
Florida
$285K +$888 +6 +0.3%
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