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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
651
Princeton Global Asset Management
New Jersey
$25K – – –
EWA
652
EverSource Wealth Advisors
Alabama
$25K +$8.5K +68 +53%
FPFS
653
First Personal Financial Services
North Carolina
$23K – – –
PFBT
654
Parkside Financial Bank & Trust
Missouri
$22K -$3.38K -27 -13%
QC
655
Quent Capital
New York
$22K +$2K +16 +10%
TAIM
656
TD Ameritrade Investment Management
Nebraska
$22K +$3.5K +28 +19%
WTA
657
Washington Trust Advisors
Massachusetts
$21K -$26.4K -211 -56%
CSPAM
658
Cary Street Partners Asset Management
Virginia
$21K +$20.9K +167 New
VCM
659
Vigilant Capital Management
Maine
$20K +$20K +160 New
HFM
660
Harvest Fund Management
China
$19K -$54.7K -438 -75%
WA
661
Win Advisors
Florida
$19K -$500 -4 -3%
FWM
662
Focused Wealth Management
New York
$18K -$75K -600 -81%
ST
663
Smithfield Trust
Pennsylvania
$18K – – –
CA
664
Crewe Advisors
Utah
$18K +$4.63K +37 +36%
WPA
665
West Paces Advisors
Georgia
$17.6K – – –
ZB
666
Zions Bancorporation
Utah
$17K -$180K -1,442 -92%
WBC
667
West Branch Capital
Massachusetts
$17K +$12.5K +100 +278%
CSB
668
City State Bank
Iowa
$17K +$16.9K +135 New
SOW
669
State of Wyoming
Wyoming
$15K +$1K +8 +7%
C
670
Covestor
United Kingdom
$14K -$122K -973 -90%
GCM
671
Gables Capital Management
Florida
$14K – – –
JGIA
672
Jackson Grant Investment Advisers
Connecticut
$14K – – –
PB
673
Pinnacle Bancorp
Nebraska
$13K – – –
SWA
674
SOA Wealth Advisors
New York
$13K – – –
SWM
675
Sugarloaf Wealth Management
Georgia
$13K – – –
25 26
27
28 29