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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
551
Wendell David Associates
New Hampshire
$467K – – –
AIM
552
AHL Investment Management
Florida
$467K -$506K -3,019 -55%
LIM
553
Leavell Investment Management
Alabama
$463K – – –
IFU
554
iSAM Funds (UK)
United Kingdom
$461K +$22.6K +135 +6%
OTPPB
555
Ontario Teachers' Pension Plan Board
Ontario, Canada
$453K -$10.9K -65 -3%
FHA
556
First Horizon Advisors
Tennessee
$451K +$9.89K +59 +3%
JF
557
Jump Financial
Illinois
$450K -$3M -17,894 -88%
NFG
558
Nations Financial Group
Iowa
$447K +$4.7K +28 +1%
FH
559
FWG Holdings
Florida
$445K – – –
OIA
560
Optimum Investment Advisors
Illinois
$444K – – –
IWA
561
IBEX Wealth Advisors
New Jersey
$443K +$398K +2,374 New
DADC
562
D.A. Davidson & Co
Montana
$443K -$40.8K -243 -9%
MFG
563
MidWestOne Financial Group
Iowa
$442K – – –
AP
564
Appleton Partners
Massachusetts
$441K -$52K -310 -12%
VI
565
Vestcor Inc
New Brunswick, Canada
$435K -$503 -3 -0.1%
NG
566
Norden Group
Utah
$433K +$3.69K +22 +1%
IB
567
Intrust Bank
Kansas
$432K -$37.2K -222 -9%
BCM
568
Brown Capital Management
Maryland
$427K +$47.8K +285 +14%
DTL
569
Dynamic Technology Lab
Singapore
$426K -$5.25M -31,313 -93%
GAM
570
Generali Asset Management
Italy
$423K +$380K +2,265 New
BHBT
571
Burke & Herbert Bank & Trust
Virginia
$422K – – –
1SB
572
1ST Source Bank
Indiana
$421K – – –
1WA
573
180 Wealth Advisors
Washington
$420K -$9.89K -59 -3%
SIM
574
Synergy Investment Management
Florida
$416K +$374K +2,231 New
CIA
575
Choate Investment Advisors
Massachusetts
$412K -$19.1K -114 -5%
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