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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
PRC
651
Pearl River Capital
Michigan
$261K +$241K +1,590 New
NERM
652
New England Research & Management
Illinois
$261K – – –
PCG
653
Prosperity Consulting Group
Maryland
$261K +$240K +1,586 New
PA
654
Pinnacle Associates
New York
$260K +$2.73K +18 +1%
EFG
655
Embree Financial Group
Illinois
$260K +$240K +1,582 New
PP
656
Patron Partners
Texas
$258K – – –
BP
657
Ballentine Partners
Massachusetts
$257K +$8.93K +59 +4%
GM
658
GeoWealth Management
Illinois
$257K +$146K +963 +160%
GHA
659
GW Henssler & Associates
Georgia
$257K -$151K -1,000 -39%
BDFN
660
Bond & Devick Financial Network
Minnesota
$256K +$908 +6 +0.4%
CWM
661
Collaborative Wealth Management
Florida
$256K -$49.8K -329 -17%
KBFS
662
Kohmann Bosshard Financial Services
Ohio
$255K – – –
DC
663
Davenport & Co
Virginia
$250K +$231K +1,523 New
MIM
664
MTM Investment Management
South Carolina
$249K +$1.06K +7 +0.5%
OC
665
Oakworth Capital
Alabama
$249K +$71.9K +475 +46%
PAG
666
Powers Advisory Group
Illinois
$247K +$1.36K +9 +0.6%
WIA
667
Wetzel Investment Advisors
Indiana
$247K +$228K +1,506 New
HIA
668
Harbor Investment Advisory
Maryland
$247K – – –
FCMC
669
Founders Capital Management (Connecticut)
Connecticut
$246K – – –
TBA
670
Tower Bridge Advisors
Pennsylvania
$246K – – –
PWLP
671
Prio Wealth Limited Partnership
Massachusetts
$246K – – –
VWA
672
Visionary Wealth Advisors
Illinois
$245K – – –
KNW
673
Kesler Norman & Wride
Utah
$244K – – –
PPC
674
Park Place Capital
Alabama
$244K -$49.2K -325 -18%
OIA
675
OneDigital Investment Advisors
Kansas
$242K +$223K +1,475 New
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