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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
626
First United Bank & Trust
Maryland
$341K – – –
BCA
627
Bay Capital Advisors
Virginia
$336K +$302K +1,801 New
ANTB
628
AMG National Trust Bank
Colorado
$336K – – –
WA
629
Waverly Advisors
Alabama
$334K +$300K +1,790 New
SI
630
Severin Investments
Missouri
$333K +$299K +1,785 New
SIA
631
Schechter Investment Advisors
Michigan
$333K -$34.4K -205 -10%
WA
632
Wambolt & Associates
Colorado
$331K -$75.3K -449 -20%
TCA
633
Transcend Capital Advisors
New Jersey
$330K -$168 -1 -0.1%
BBHC
634
Brown Brothers Harriman & Co
New York
$328K +$70.4K +420 +31%
JWCA
635
J.W. Cole Advisors
Florida
$327K +$293K +1,749 New
ECM
636
Everence Capital Management
Indiana
$325K +$292K +1,740 New
VVP
637
Venture Visionary Partners
Ohio
$325K -$168 -1 -0.1%
BTC
638
Bank & Trust Company
Illinois
$324K – – –
MSA
639
MUFG Securities Americas
New York
$324K +$291K +1,735 New
AWMM
640
Aegis Wealth Management (Maryland)
Maryland
$322K +$289K +1,724 New
NAM
641
NTV Asset Management
West Virginia
$321K +$3.19K +19 +1%
SWP
642
Stratos Wealth Partners
Ohio
$320K -$7.71K -46 -3%
GS
643
GWN Securities
Florida
$317K +$283K +1,690 New
WP
644
Westmount Partners
California
$314K – – –
FFG
645
Fiduciary Financial Group
California
$313K +$291K +1,737 New
PP
646
Patron Partners
Texas
$311K +$16.1K +96 +6%
HI
647
Horizon Investments
North Carolina
$310K +$2.68K +16 +1%
DC
648
Davenport & Co
Virginia
$309K +$38.4K +229 +16%
PSC
649
Portman Square Capital
United Kingdom
$308K -$163K -970 -37%
EFG
650
Embree Financial Group
Illinois
$308K +$2.01K +12 +0.7%
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