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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
576
Versant Capital Management
Arizona
$5K +$8.07K +83 +922%
LSA
577
Lion Street Advisors
Texas
$5K +$8.46K +87 New
FP
578
Financial Perspectives
Minnesota
$4.79K – – –
WPA
579
West Paces Advisors
Georgia
$4.36K -$155K -1,596 -95%
WCG
580
Weaver Consulting Group
California
$4K -$4.38K -45 -36%
SLF
581
Sun Life Financial
Ontario, Canada
$4K -$486 -5 -7%
FMP
582
Financial Management Professionals
Texas
$4K – – –
TPWA
583
TRUE Private Wealth Advisors
Oregon
$4K – – –
TL
584
TrueWealth LLC
Georgia
$4K – – –
EI
585
Ellevest Inc
New York
$4K +$6.52K +67 +1,340%
1IA
586
1834 Investment Advisors
Wisconsin
$4K +$6.71K +69 New
MA
587
MCF Advisors
Kentucky
$4K +$7.59K +78 New
ACA
588
Atlas Capital Advisors
Wyoming
$3.48K -$9.73K -100 -61%
JFGIW
589
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K -$153K -1,572 -96%
PWMG
590
Prestige Wealth Management Group
New Jersey
$3K -$11.3K -116 -65%
WAP
591
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
CFFP
592
Center for Financial Planning
Michigan
$3K +$4.47K +46 New
TWP
593
TFO Wealth Partners
Ohio
$3K +$5.84K +60 New
AIM
594
Anchor Investment Management
South Carolina
$2.72K – – –
AWM
595
Atticus Wealth Management
Florida
$2K -$5.25K -54 -66%
CTB
596
Country Trust Bank
Illinois
$2K -$2.82K -29 -45%
ETC
597
Exchange Traded Concepts
Oklahoma
$2K -$1.56K -16 -30%
NC
598
NewSquare Capital
Pennsylvania
$2K – – –
TCM
599
TD Capital Management
Tennessee
$2K – – –
VNA
600
Valley National Advisers
Pennsylvania
$2K – – –
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