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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
601
Evoke Wealth
California
$435K +$42.8K +208 +10%
1IA
602
1620 Investment Advisors
Massachusetts
$435K +$5.76K +28 +1%
NF
603
NavPoint Financial
Minnesota
$432K – – –
EH
604
Equitable Holdings
New York
$429K +$480K +2,333 New
BFAG
605
Blackston Financial Advisory Group
Florida
$427K -$17.1K -83 -4%
II
606
Impact Investors
California
$425K – – –
WWM
607
Western Wealth Management
Colorado
$425K – – –
EM
608
Excalibur Management
Massachusetts
$424K – – –
SPWG
609
Sage Private Wealth Group
Illinois
$421K +$8.43K +41 +2%
BFM
610
Boothbay Fund Management
New York
$419K +$440K +2,139 New
WA
611
Wealth Alliance
New York
$419K +$440K +2,138 New
SIM
612
Synergy Investment Management
Florida
$417K – – –
TG
613
TCW Group
California
$413K -$2.06K -10 -0.5%
JSAM
614
J. Safra Asset Management
New York
$412K +$1.03K +5 +0.2%
AWE
615
Avidian Wealth Enterprises
Texas
$411K +$74K +360 +21%
CWS
616
Confluence Wealth Services
Pennsylvania
$410K -$11.1K -54 -3%
RWM
617
Ritholtz Wealth Management
New York
$410K -$8.43K -41 -2%
ONB
618
Old National Bancorp
Indiana
$410K -$2.47K -12 -0.6%
DJSG
619
D.J. St. Germain
Massachusetts
$409K – – –
RPC
620
Rossmore Private Capital
Connecticut
$407K – – –
LFS
621
Lighthouse Financial Services
California
$405K +$2.26K +11 +0.5%
IAIM
622
International Assets Investment Management
Florida
$404K +$1.44K +7 +0.3%
BMCM
623
Bryn Mawr Capital Management
Pennsylvania
$400K +$617 +3 +0.1%
FPAS
624
Focus Partners Advisor Solutions
Missouri
$397K +$83.5K +406 +25%
SC
625
Savant Capital
Illinois
$396K +$103K +499 +33%
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