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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
MYAM
576
Meiji Yasuda Asset Management
Japan
$443K -$590K -2,870 -55%
QCG
577
Quadrant Capital Group
Ohio
$443K +$4.11K +20 +0.9%
VI
578
Vestcor Inc
New Brunswick, Canada
$441K – – –
KA
579
Kozak & Associates
Colorado
$441K +$8.43K +41 +2%
BFAG
580
Blackston Financial Advisory Group
Florida
$441K -$11.7K -57 -2%
IAIM
581
International Assets Investment Management
Florida
$439K – – –
AC
582
Apella Capital
Connecticut
$438K -$17.9K -87 -4%
BHBT
583
Burke & Herbert Bank & Trust
Virginia
$430K – – –
MSE
584
MUFG Securities EMEA
United Kingdom
$426K +$390K +1,895 +549%
RWM
585
Ritholtz Wealth Management
New York
$426K +$6.37K +31 +1%
CIA
586
Choate Investment Advisors
Massachusetts
$425K – – –
PP
587
Prudential plc
United Kingdom
$420K +$201K +977 +80%
NF
588
NavPoint Financial
Minnesota
$420K – – –
GJWM
589
Gilliland Jeter Wealth Management
Arkansas
$419K – – –
CSP
590
Cary Street Partners
Virginia
$417K -$1.44K -7 -0.3%
MYIA
591
Mount Yale Investment Advisors
Colorado
$415K +$421K +2,047 +1,539%
O
592
Ossiam
France
$415K -$1.6M -7,770 -78%
II
593
Impact Investors
California
$413K – – –
EM
594
Excalibur Management
Massachusetts
$411K -$6.78K -33 -2%
FH
595
FWG Holdings
Florida
$409K – – –
SI
596
Severin Investments
Missouri
$408K +$55.3K +269 +14%
1IA
597
1620 Investment Advisors
Massachusetts
$407K +$1.23K +6 +0.3%
SIM
598
Synergy Investment Management
Florida
$405K – – –
BIG
599
Brooklyn Investment Group
New York
$400K -$11.5K -56 -3%
NG
600
Norden Group
Utah
$399K -$20.8K -101 -5%
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