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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
626
Private Advisor Group
New Jersey
$463K -$680K -3,395 -60%
CPCPP
627
Canada Post Corporation Pension Plan
Canada
$462K – – –
QCG
628
Quadrant Capital Group
Ohio
$462K – – –
CI
629
CX Institutional
Indiana
$461K -$4.41K -22 -1%
IAIM
630
International Assets Investment Management
Florida
$461K +$37.9K +189 +9%
JSAM
631
J. Safra Asset Management
New York
$459K +$24.6K +123 +6%
ECM
632
EagleClaw Capital Management
Massachusetts
$458K -$105K -525 -19%
BJL
633
Brighton Jones LLC
Washington
$457K +$101K +503 +29%
GFA
634
Gallagher Fiduciary Advisors
Illinois
$456K +$60.7K +303 +16%
BHBT
635
Burke & Herbert Bank & Trust
Virginia
$455K -$100K -500 -18%
NF
636
NavPoint Financial
Minnesota
$454K – – –
SPWG
637
Sage Private Wealth Group
Illinois
$451K +$8.21K +41 +2%
RWM
638
Ritholtz Wealth Management
New York
$448K +$17K +85 +4%
II
639
Impact Investors
California
$447K – – –
WWM
640
Western Wealth Management
Colorado
$447K – – –
DJSG
641
D.J. St. Germain
Massachusetts
$446K +$16.2K +81 +4%
EM
642
Excalibur Management
Massachusetts
$445K -$200 -1 -0%
O
643
Ossiam
France
$443K +$430K +2,148 New
SWP
644
Stratos Wealth Partners
Ohio
$441K +$170K +848 +66%
AWE
645
Avidian Wealth Enterprises
Texas
$441K +$8.41K +42 +2%
SIM
646
Synergy Investment Management
Florida
$438K – – –
SI
647
Severin Investments
Missouri
$436K +$25K +125 +6%
RPC
648
Rossmore Private Capital
Connecticut
$427K – – –
MFIM
649
Mesirow Financial Investment Management
Illinois
$425K +$16.8K +84 +4%
RIG
650
RiverFront Investment Group
Virginia
$423K +$91K +454 +28%
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