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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
551
Ritholtz Wealth Management
New York
$376K -$92.8K -610 -20%
LIM
552
Leavell Investment Management
Alabama
$375K -$15.2K -100 -4%
SPWG
553
Sage Private Wealth Group
Illinois
$372K +$107K +700 +40%
1SB
554
1ST Source Bank
Indiana
$368K -$3.65K -24 -1%
PS
555
Principal Securities
Iowa
$364K -$29.4K -193 -7%
FHA
556
First Horizon Advisors
Tennessee
$362K +$48.8K +321 +16%
OIA
557
Optimum Investment Advisors
Illinois
$360K – – –
DADC
558
D.A. Davidson & Co
Montana
$360K +$15.5K +102 +4%
MFG
559
MidWestOne Financial Group
Iowa
$358K – – –
CC
560
Corton Capital
Ontario, Canada
$357K +$359K +2,360 New
SYBT
561
Stock Yards Bank & Trust
Kentucky
$357K -$68.5K -450 -16%
GIA
562
Gladstone Institutional Advisory
Florida
$357K -$89.2K -586 -20%
KA
563
Kozak & Associates
Colorado
$355K – – –
PA
564
Profund Advisors
Maryland
$354K -$72.6K -477 -17%
VI
565
Vestcor Inc
New Brunswick, Canada
$353K – – –
BC
566
Burney Company
Virginia
$352K – – –
GJWM
567
Gilliland Jeter Wealth Management
Arkansas
$351K +$152 +1 +0%
BTI
568
Blue Trust Inc
Georgia
$343K +$76.2K +501 +32%
BHBT
569
Burke & Herbert Bank & Trust
Virginia
$342K +$344K +2,259 New
PWG
570
Portside Wealth Group
Utah
$340K -$147K -965 -30%
VIM
571
Vinva Investment Management
Australia
$337K -$161K -1,061 -32%
NFG
572
Nations Financial Group
Iowa
$337K +$3.04K +20 +0.9%
EM
573
Excalibur Management
Massachusetts
$336K – – –
FI
574
Financial Insights
Washington
$334K -$5.78K -38 -2%
IAIM
575
International Assets Investment Management
Florida
$334K +$6.39K +42 +2%
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