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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
576
Dumont & Blake Investment Advisors
New Jersey
$284K +$271K +1,829 New
IWM
577
IHT Wealth Management
Illinois
$283K +$34.2K +231 +14%
FUBT
578
First United Bank & Trust
Maryland
$283K -$11.1K -75 -4%
4WM
579
44 Wealth Management
Oregon
$283K -$2.66K -18 -1%
SAG
580
SageView Advisory Group
California
$283K +$16K +108 +6%
FFG
581
Fortem Financial Group
California
$280K -$333K -2,253 -56%
TNBTD
582
Trustmark National Bank Trust Department
Mississippi
$280K -$27.2K -184 -9%
OW
583
Olistico Wealth
Oklahoma
$278K – – –
WA
584
Wambolt & Associates
Colorado
$278K – – –
CFFP
585
Center for Financial Planning
Michigan
$278K +$3.25K +22 +1%
CFGS
586
Concourse Financial Group Securities
Alabama
$273K +$56.4K +381 +28%
1WA
587
180 Wealth Advisors
Washington
$270K – – –
ICP
588
Interchange Capital Partners
Pennsylvania
$270K +$36.2K +245 +16%
EW
589
Evoke Wealth
California
$270K +$3.55K +24 +1%
MA
590
Mutual Advisors
Nebraska
$268K -$26.9K -182 -10%
NAM
591
NTV Asset Management
West Virginia
$264K – – –
PA
592
Pinnacle Associates
New York
$261K +$11.5K +78 +5%
AR
593
Advisory Research
Illinois
$260K -$85.7K -579 -26%
LSPW
594
Lake Street Private Wealth
Illinois
$258K +$29.6K +200 +14%
SPC
595
Stewart & Patten Company
California
$257K – – –
PCIA
596
Prime Capital Investment Advisors
Kansas
$257K -$73.5K -497 -23%
MCCP
597
Mission Creek Capital Partners
California
$254K -$99.6K -673 -29%
FTDI
598
First Trust Direct Indexing
Massachusetts
$253K +$9.62K +65 +4%
PCA
599
Private Capital Advisors
Connecticut
$251K +$239K +1,617 New
1IA
600
1620 Investment Advisors
Massachusetts
$249K +$8.29K +56 +4%
22 23
24
25 26