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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
576
Powers Advisory Group
Illinois
$250K +$245K +1,657 New
BBA
577
BLB&B Advisors
Pennsylvania
$249K – – –
IFS
578
Ifrah Financial Services
Arkansas
$249K +$3.25K +22 +1%
SSWM
579
Smith Salley Wealth Management
North Carolina
$245K -$17.9K -121 -7%
FT
580
Fiduciary Trust
Massachusetts
$245K – – –
CL
581
CPWM LLC
Washington
$244K – – –
IAA
582
Independent Advisor Alliance
North Carolina
$244K – – –
VI
583
Vestcor Inc
New Brunswick, Canada
$242K -$48.5K -328 -17%
EI
584
Ellevest Inc
New York
$242K -$1.63K -11 -0.7%
BCCM
585
Bridge Creek Capital Management
Massachusetts
$241K – – –
DADC
586
D.A. Davidson & Co
Montana
$241K – – –
WW
587
Westshore Wealth
California
$241K +$237K +1,600 New
ACP
588
Ashfield Capital Partners
California
$240K – – –
BCA
589
Bay Colony Advisors
Massachusetts
$239K – – –
WTC
590
WhitTier Trust Company
Nevada
$239K – – –
BDFN
591
Bond & Devick Financial Network
Minnesota
$238K +$887 +6 +0.4%
FFM
592
Forum Financial Management
Illinois
$238K +$233K +1,579 New
PP
593
Patron Partners
Texas
$237K – – –
PWS
594
Peterson Wealth Services
Utah
$237K +$232K +1,572 New
WWA
595
WC Walker & Associates
California
$234K +$242K +1,636 New
MC
596
Moors & Cabot
Massachusetts
$233K -$79.4K -537 -26%
DBIA
597
Dumont & Blake Investment Advisors
New Jersey
$233K -$1.92K -13 -0.8%
1WA
598
180 Wealth Advisors
Washington
$230K – – –
GWM
599
Geneos Wealth Management
Colorado
$227K -$1.48K -10 -0.7%
PFO
600
Pathstone Family Office
New Jersey
$227K +$222K +1,502 New
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