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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
626
Chilton Investment Company
Connecticut
$273K -$5.22M -34,481 -95%
LTI
627
Laffer Tengler Investments
Tennessee
$272K +$28.3K +187 +13%
EI
628
Ellevest Inc
New York
$271K -$34.7K -229 -12%
HI
629
Horizon Investments
North Carolina
$270K -$14.4K -95 -5%
CC
630
Corton Capital
Ontario, Canada
$270K -$108K -716 -30%
EFG
631
Embree Financial Group
Illinois
$269K +$1.82K +12 +0.7%
SC
632
Syon Capital
California
$268K -$35K -231 -12%
WIA
633
Wetzel Investment Advisors
Indiana
$268K +$18.9K +125 +8%
CM
634
Capula Management
Cayman Islands
$268K +$247K +1,633 New
MCM
635
Mainstream Capital Management
California
$266K +$245K +1,618 New
4WM
636
44 Wealth Management
Oregon
$265K +$247K +1,630 New
NERM
637
New England Research & Management
Illinois
$261K – – –
PA
638
Pinnacle Associates
New York
$260K +$239K +1,582 New
PP
639
Patron Partners
Texas
$258K – – –
I
640
InceptionR
California
$256K -$1.66M -10,974 -88%
STA
641
Summit Trail Advisors
New York
$255K -$75.8K -501 -24%
KBFS
642
Kohmann Bosshard Financial Services
Ohio
$254K – – –
WBC
643
Westpac Banking Corp
Australia
$252K +$172K +1,139 +286%
WTC
644
WhitTier Trust Company
Nevada
$252K -$908 -6 -0.4%
EWA
645
EP Wealth Advisors
California
$252K +$17.7K +117 +8%
PAG
646
Powers Advisory Group
Illinois
$251K +$1.51K +10 +0.7%
BDFN
647
Bond & Devick Financial Network
Minnesota
$251K -$6.51K -43 -3%
PWLP
648
Prio Wealth Limited Partnership
Massachusetts
$250K +$4.09K +27 +2%
OC
649
Oakworth Capital
Alabama
$250K +$908 +6 +0.4%
HNB
650
Hilltop National Bank
Wyoming
$250K – – –
24 25
26
27 28