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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
651
Mesirow Financial Investment Management
Illinois
$422K +$2.49K +12 +0.6%
BIG
652
Brooklyn Investment Group
New York
$415K +$78.9K +380 +25%
TAM
653
Trillium Asset Management
Massachusetts
$412K -$31.1K -150 -7%
SI
654
Severin Investments
Missouri
$408K +$1.45K +7 +0.4%
PP
655
Patron Partners
Texas
$407K +$41.5K +200 +12%
WA
656
Wambolt & Associates
Colorado
$404K +$13.9K +67 +4%
AWM
657
AE Wealth Management
Kansas
$402K +$383K +1,845 New
1SB
658
1ST Source Bank
Indiana
$402K -$30.1K -145 -7%
BHPW
659
Beverly Hills Private Wealth
California
$401K -$38K -183 -9%
DBIA
660
Dumont & Blake Investment Advisors
New Jersey
$399K – – –
EI
661
Ellevest Inc
New York
$399K +$380K +1,830 New
LTI
662
Laffer Tengler Investments
Tennessee
$398K +$60.2K +290 +19%
FUBT
663
First United Bank & Trust
Maryland
$398K – – –
ABC
664
Associated Banc-Corp
Wisconsin
$396K -$625K -3,010 -62%
ANTB
665
AMG National Trust Bank
Colorado
$392K – – –
VVP
666
Venture Visionary Partners
Ohio
$392K +$12.2K +59 +3%
TPCW
667
TD Private Client Wealth
New York
$391K -$48.8K -235 -12%
PCP
668
Perbak Capital Partners
United Kingdom
$391K +$162K +780 +77%
FC
669
Fulcrum Capital
Washington
$390K – – –
SAG
670
SageView Advisory Group
California
$389K +$6.23K +30 +2%
SPWG
671
Sage Private Wealth Group
Illinois
$388K -$53.5K -258 -13%
ACGA
672
Atlanta Consulting Group Advisors
Georgia
$388K – – –
MP
673
McDonald Partners
Ohio
$387K – – –
HCM
674
Hall Capital Management
Rhode Island
$386K +$1.04K +5 +0.3%
RCAG
675
Rehmann Capital Advisory Group
Michigan
$385K +$20.1K +97 +6%
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