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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
651
Systematic Alpha Investments
New Jersey
$231K – – –
KFA
652
Kelleher Financial Advisors
New York
$229K – – –
GBT
653
Grove Bank & Trust
Florida
$227K – – –
CWA
654
Clarus Wealth Advisors
Arizona
$226K +$218K +1,385 New
CG
655
Colony Group
Massachusetts
$225K – – –
TAM
656
Tocqueville Asset Management
New York
$224K +$211K +1,342 New
BAM
657
Blueshift Asset Management
New Jersey
$223K +$210K +1,334 New
WAG
658
Wallace Advisory Group
California
$222K – – –
EFSCE
659
Enterprise Financial Services Corp (EFSC)
Missouri
$221K -$628 -4 -0.3%
GIA
660
Gladstone Institutional Advisory
Florida
$220K +$207K +1,317 New
RCA
661
Resonant Capital Advisors
Wisconsin
$218K -$3.14K -20 -2%
BWM
662
BerganKDV Wealth Management
Minnesota
$217K -$314 -2 -0.2%
ESCM
663
Echo Street Capital Management
New York
$217K -$200K -1,272 -50%
GIBU
664
Gulf International Bank (UK)
United Kingdom
$216K – – –
HTC
665
Haverford Trust Company
Pennsylvania
$213K +$200K +1,274 New
SPC
666
Sigma Planning Corp
Michigan
$211K -$16.2K -103 -8%
SHFP
667
Second Half Financial Partners
Florida
$210K -$11.9K -76 -6%
CWM
668
Cabot Wealth Management
Massachusetts
$210K +$197K +1,254 New
OIA
669
OneDigital Investment Advisors
Kansas
$209K -$10.1K -64 -5%
WP
670
Westmount Partners
California
$208K +$196K +1,246 New
DCM
671
Driehaus Capital Management
Illinois
$207K -$9.43K -60 -5%
CL
672
Choreo LLC
Illinois
$206K +$194K +1,235 New
FDCDDQ
673
Federation des caisses Desjardins du Quebec
Quebec, Canada
$206K +$12.7K +81 +7%
CW
674
CreativeOne Wealth
Kansas
$201K +$189K +1,203 New
SC
675
Savant Capital
Illinois
$200K +$189K +1,200 New
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