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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
576
Apella Capital
Connecticut
$477K +$66.2K +343 +16%
BMCM
577
Burns Matteson Capital Management
New York
$476K +$26.1K +135 +6%
QCG
578
Quadrant Capital Group
Ohio
$476K +$318K +1,645 +255%
FHA
579
First Horizon Advisors
Tennessee
$475K -$25.1K -130 -5%
1WA
580
180 Wealth Advisors
Washington
$475K +$6.56K +34 +2%
BHBT
581
Burke & Herbert Bank & Trust
Virginia
$469K – – –
S
582
SignatureFD
Georgia
$469K +$18.9K +98 +5%
MCM
583
Moore Capital Management
New York
$467K +$434K +2,250 New
CIA
584
Choate Investment Advisors
Massachusetts
$464K +$4.63K +24 +1%
O
585
Ossiam
France
$461K +$240K +1,244 +127%
FPAS
586
Focus Partners Advisor Solutions
Missouri
$459K +$196K +1,016 +85%
NF
587
NavPoint Financial
Minnesota
$458K – – –
GJWM
588
Gilliland Jeter Wealth Management
Arkansas
$458K +$193 +1 +0%
EM
589
Excalibur Management
Massachusetts
$456K – – –
LA
590
Lifeworks Advisors
Michigan
$454K +$422K +2,185 New
JG
591
Jain Global
New York
$453K -$758K -3,928 -64%
II
592
Impact Investors
California
$451K – – –
PA
593
Profund Advisors
Maryland
$451K -$146K -755 -26%
CFFP
594
Center for Financial Planning
Michigan
$446K +$37.6K +195 +10%
FH
595
FWG Holdings
Florida
$446K – – –
NG
596
Norden Group
Utah
$445K -$34.9K -181 -8%
RWM
597
Ritholtz Wealth Management
New York
$444K +$193 +1 +0%
SIM
598
Synergy Investment Management
Florida
$441K -$20.5K -106 -5%
VWM
599
Venturi Wealth Management
Texas
$440K +$12.4K +64 +3%
MFT
600
Moisand Fitzgerald Tamayo
Florida
$440K – – –
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