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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
551
Profund Advisors
Maryland
$388K +$3.94K +26 +1%
SPA
552
Sherbrooke Park Advisers
New York
$388K +$358K +2,366 New
PS
553
Principal Securities
Iowa
$387K -$7.12K -47 -2%
FHA
554
First Horizon Advisors
Tennessee
$387K -$4.54K -30 -1%
CP
555
Covenant Partners
Tennessee
$383K -$148K -979 -30%
GSEP
556
Golden State Equity Partners
California
$383K +$353K +2,334 New
VI
557
Vestcor Inc
New Brunswick, Canada
$383K – – –
IFU
558
iSAM Funds (UK)
United Kingdom
$383K +$137K +905 +63%
CIA
559
Choate Investment Advisors
Massachusetts
$381K +$23.9K +158 +7%
1WA
560
180 Wealth Advisors
Washington
$379K +$11.7K +77 +3%
EGM
561
Engineers Gate Manager
New York
$378K +$349K +2,306 New
IAIM
562
International Assets Investment Management
Florida
$378K +$6.78M +44,821 +2,030%
NG
563
Norden Group
Utah
$377K -$67.7K -447 -16%
GJWM
564
Gilliland Jeter Wealth Management
Arkansas
$377K -$3.18K -21 -0.9%
BHBT
565
Burke & Herbert Bank & Trust
Virginia
$371K – – –
1SB
566
1ST Source Bank
Indiana
$370K -$26.6K -176 -7%
WA
567
Wambolt & Associates
Colorado
$365K – – –
FH
568
FWG Holdings
Florida
$364K – – –
NF
569
NavPoint Financial
Minnesota
$362K – – –
RWM
570
Ritholtz Wealth Management
New York
$362K -$42.1K -278 -11%
BHPW
571
Beverly Hills Private Wealth
California
$362K -$70.1K -463 -17%
EM
572
Excalibur Management
Massachusetts
$360K -$3.78K -25 -1%
FMI
573
F/M Investments
District of Columbia
$357K -$1.17M -7,718 -78%
HTHT
574
Hemenway Trust Hemenway Trust
New Hampshire
$357K – – –
BMCM
575
Burns Matteson Capital Management
New York
$354K +$327K +2,159 New
21 22
23
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