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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
551
Concord Wealth Partners
Virginia
$670K +$638K +3,073 New
SCA
552
Strathmore Capital Advisors
North Carolina
$667K +$641K +3,089 New
JWM
553
Jeppson Wealth Management
California
$665K +$2.28K +11 +0.4%
HI
554
Harbour Investments
Wisconsin
$658K +$2.49K +12 +0.4%
RMCM
555
Reynders McVeigh Capital Management
Massachusetts
$655K +$830 +4 +0.1%
ECM
556
Evergreen Capital Management
Washington
$655K +$17K +82 +3%
AAM
557
AR Asset Management
California
$654K – – –
MIM
558
Montgomery Investment Management
Maryland
$654K – – –
PTCG
559
Pring Turner Capital Group
California
$654K – – –
DAS
560
Dynamic Advisor Solutions
Arizona
$633K -$45.7K -220 -7%
IMCOOI
561
Investment Management Corp of Ontario (IMCO)
Canada
$632K -$83K -400 -12%
1C
562
111 Capital
France
$631K +$600K +2,893 New
TCG
563
Transcendent Capital Group
Oklahoma
$630K +$600K +2,890 New
MC
564
Machina Capital
France
$624K +$116K +561 +24%
MA
565
Mutual Advisors
Nebraska
$624K -$4.36K -21 -0.7%
VSQM
566
V-Square Quantitative Management
Illinois
$617K +$29.9K +144 +5%
ETC
567
Exchange Traded Concepts
Oklahoma
$617K -$105K -506 -15%
BBVA
568
Banco Bilbao Vizcaya Argentaria
Spain
$614K -$19.3K -93 -3%
PCM
569
Polymer Capital Management
New York
$608K +$579K +2,789 New
EW
570
Evoke Wealth
California
$608K +$165K +796 +40%
BOPW
571
Brandywine Oak Private Wealth
Pennsylvania
$604K – – –
KWMG
572
King Wealth Management Group
Florida
$603K – – –
AGP
573
Aspire Growth Partners
Florida
$603K -$12.2K -59 -2%
PCIA
574
Prime Capital Investment Advisors
Kansas
$595K -$43.6K -210 -7%
KWM
575
Kiker Wealth Management
Georgia
$593K -$36.5K -176 -6%
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