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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
551
Guggenheim Capital
Illinois
$477K -$471K -2,587 -50%
EI
552
Ellevest Inc
New York
$473K +$39.4K +216 +9%
DEA
553
DoubleLine ETF Adviser
Florida
$471K +$467K +2,561 New
EAM
554
Erste Asset Management
Austria
$470K +$139K +763 +44%
CFFP
555
Center for Financial Planning
Michigan
$470K -$21.3K -117 -4%
TE
556
Tema ETFs
New York
$464K -$729 -4 -0.2%
BIG
557
Brooklyn Investment Group
New York
$461K +$113K +618 +33%
WDA
558
Wendell David Associates
New Hampshire
$460K – – –
HWMG
559
Harbour Wealth Management Group
South Carolina
$458K +$453K +2,487 New
OPA
560
Old Port Advisors
Maine
$453K -$3.28K -18 -0.7%
SCA
561
Stonebridge Capital Advisors
Minnesota
$451K – – –
FH
562
FWG Holdings
Florida
$447K – – –
HPBT
563
Hickory Point Bank & Trust
Illinois
$446K – – –
ABC
564
Associated Banc-Corp
Wisconsin
$445K +$90.2K +495 +26%
PTFIS
565
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$445K +$440K +2,416 New
IAA
566
Independent Advisor Alliance
North Carolina
$437K -$18.6K -102 -4%
MFG
567
MidWestOne Financial Group
Iowa
$436K – – –
SAW
568
Signal Advisors Wealth
Michigan
$435K +$431K +2,364 New
TRCT
569
Tower Research Capital (TRC)
New York
$432K +$256K +1,404 +149%
AC
570
Apella Capital
Connecticut
$431K +$547 +3 +0.1%
SVWAG
571
Sound View Wealth Advisors Group
Georgia
$430K -$19.1K -105 -4%
TC
572
Truvestments Capital
Florida
$429K -$36.5K -200 -8%
SC
573
Syon Capital
California
$428K -$70K -384 -14%
MYAM
574
Meiji Yasuda Asset Management
Japan
$428K – – –
VI
575
Vestcor Inc
New Brunswick, Canada
$427K – – –
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