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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
651
Brookstone Capital Management
Illinois
$307K -$497K -2,961 -64%
CFGS
652
Concourse Financial Group Securities
Alabama
$307K +$40.6K +242 +17%
BAM
653
Belpointe Asset Management
Nevada
$307K -$335K -2,000 -51%
WIA
654
Wetzel Investment Advisors
Indiana
$305K -$335 -2 -0.1%
MMA
655
Miracle Mile Advisors
California
$305K +$274K +1,633 New
CPCPP
656
Canada Post Corporation Pension Plan
Canada
$303K +$272K +1,623 New
MWM
657
Modera Wealth Management
New Jersey
$302K +$271K +1,615 New
RWP
658
RWA Wealth Partners
Massachusetts
$299K -$65.7K -392 -20%
HCM
659
Hall Capital Management
Rhode Island
$299K +$268K +1,601 New
NERM
660
New England Research & Management
Illinois
$297K – – –
GS
661
GTS Securities
Florida
$296K -$813K -4,850 -75%
HWAM
662
Hennion & Walsh Asset Management
New Jersey
$296K -$561K -3,344 -68%
MCM
663
Mainstream Capital Management
California
$295K -$6.04K -36 -2%
SC
664
Syon Capital
California
$294K -$10.4K -62 -4%
GM
665
GeoWealth Management
Illinois
$293K -$19.5K -116 -7%
RBWA
666
RFG - Bristol Wealth Advisors
Massachusetts
$291K +$261K +1,559 New
IC
667
IEQ Capital
California
$290K -$628K -3,742 -71%
WTC
668
WhitTier Trust Company
Nevada
$287K – – –
TCM
669
Twin Capital Management
Pennsylvania
$286K +$257K +1,531 New
RCAG
670
Rehmann Capital Advisory Group
Michigan
$282K +$26.3K +157 +12%
PA
671
Parallel Advisors
California
$281K -$27K -161 -10%
FCMC
672
Founders Capital Management (Connecticut)
Connecticut
$280K – – –
TBA
673
Tower Bridge Advisors
Pennsylvania
$280K – – –
LTI
674
Laffer Tengler Investments
Tennessee
$280K -$26.3K -157 -9%
PIM
675
Plato Investment Management
Australia
$279K – – –
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