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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
651
Berman Capital Advisors
Georgia
$57K +$19.1K +145 +56%
PA
652
Parallel Advisors
California
$56K +$8.29K +63 +19%
PCG
653
Private Capital Group
Connecticut
$55K -$223K -1,694 -81%
WT
654
Washington Trust
Rhode Island
$55K – – –
PMFA
655
Plante Moran Financial Advisors
Michigan
$51K – – –
MA
656
MUFG Americas
New York
$51K +$17.2K +131 +58%
SOW
657
State of Wyoming
Wyoming
$51K +$47.6K +362 New
COCM
658
Charter Oak Capital Management
New Hampshire
$50K – – –
RFA
659
Reilly Financial Advisors
California
$50K – – –
QCG
660
Quadrant Capital Group
Ohio
$48K +$1.18K +9 +3%
HWMA
661
Heritage Wealth Management (Arizona)
Arizona
$48K +$44.9K +341 New
PP
662
PrairieView Partners
Minnesota
$45K – – –
FFA
663
Freedman Financial Associates
Massachusetts
$44K – – –
AWM
664
Accel Wealth Management
Iowa
$43K – – –
BFC
665
Bedel Financial Consulting
Indiana
$43K – – –
CAGAS
666
Capital Advisory Group Advisory Services
Minnesota
$43K – – –
FFC
667
First Financial Corp
Indiana
$43K – – –
CIA
668
CSat Investment Advisory
Michigan
$42K -$7.24K -55 -16%
LAIC
669
Lederer & Associates Investment Counsel
California
$38.5K +$35.7K +271 New
BWL
670
Bogart Wealth LLC
Virginia
$37K – – –
CPA
671
Cowen Prime Advisors
New York
$36K – – –
IBOK
672
Independence Bank of Kentucky
Kentucky
$36K – – –
SWM
673
Sugarloaf Wealth Management
Georgia
$36K +$132 +1 +0.4%
CAC
674
Certified Advisory Corp
Florida
$36K +$33.4K +254 New
FPFS
675
First Personal Financial Services
North Carolina
$35K – – –
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