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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
651
New England Research & Management
Illinois
$241K – – –
BAMF
652
BI Asset Management Fondsmaeglerselskab
Denmark
$239K -$1.82M -11,945 -88%
BDFN
653
Bond & Devick Financial Network
Minnesota
$238K +$1.06K +7 +0.4%
PP
654
Patron Partners
Texas
$238K – – –
IWM
655
IHT Wealth Management
Illinois
$237K -$58.3K -383 -20%
JSW
656
Journey Strategic Wealth
New Jersey
$236K +$237K +1,560 New
KBFS
657
Kohmann Bosshard Financial Services
Ohio
$235K – – –
WTC
658
WhitTier Trust Company
Nevada
$233K +$16.7K +110 +8%
DC
659
Davenport & Co
Virginia
$233K +$12.5K +82 +6%
MIM
660
MTM Investment Management
South Carolina
$232K +$1.06K +7 +0.5%
PAG
661
Powers Advisory Group
Illinois
$230K +$1.22K +8 +0.5%
HNB
662
Hilltop National Bank
Wyoming
$230K +$5.93K +39 +3%
OC
663
Oakworth Capital
Alabama
$229K – – –
FCMC
664
Founders Capital Management (Connecticut)
Connecticut
$227K – – –
TBA
665
Tower Bridge Advisors
Pennsylvania
$227K – – –
PWLP
666
Prio Wealth Limited Partnership
Massachusetts
$226K – – –
FNBT
667
FineMark National Bank & Trust
Florida
$226K -$3.57M -23,482 -94%
PIM
668
Plato Investment Management
Australia
$225K – – –
VWA
669
Visionary Wealth Advisors
Illinois
$225K – – –
KNW
670
Kesler Norman & Wride
Utah
$225K – – –
FC
671
Fulcrum Capital
Washington
$223K – – –
HIA
672
Harbor Investment Advisory
Maryland
$223K -$4.11K -27 -2%
LTI
673
Laffer Tengler Investments
Tennessee
$222K +$913 +6 +0.4%
RIM
674
RW Investment Management
Idaho
$220K -$4.41K -29 -2%
FDS
675
First Dallas Securities
Texas
$219K – – –
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