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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
BTC
651
Bank & Trust Company
Illinois
$320K – – –
AWE
652
Avidian Wealth Enterprises
Texas
$320K +$16.6K +91 +6%
BHPW
653
Beverly Hills Private Wealth
California
$320K -$6.56K -36 -2%
MP
654
McDonald Partners
Ohio
$317K -$9.11K -50 -3%
RBWA
655
RFG - Bristol Wealth Advisors
Massachusetts
$316K – – –
CAS
656
Coppell Advisory Solutions
Texas
$316K -$4.27M -23,433 -93%
1WA
657
180 Wealth Advisors
Washington
$314K +$547 +3 +0.2%
TPCW
658
TD Private Client Wealth
New York
$313K -$10.4K -57 -3%
NAM
659
NTV Asset Management
West Virginia
$313K – – –
WTC
660
WhitTier Trust Company
Nevada
$312K -$911 -5 -0.3%
DBIA
661
Dumont & Blake Investment Advisors
New Jersey
$311K -$25.3K -139 -8%
ACGA
662
Atlanta Consulting Group Advisors
Georgia
$309K -$65.1K -357 -18%
PWM
663
Perigon Wealth Management
California
$307K -$3.83K -21 -1%
PA
664
Profund Advisors
Maryland
$305K -$40.3K -221 -12%
IWM
665
IHT Wealth Management
Illinois
$304K +$16.9K +93 +6%
EFG
666
Embree Financial Group
Illinois
$301K -$8.02K -44 -3%
IWC
667
Integrated Wealth Concepts
Massachusetts
$301K -$621K -3,409 -68%
BFIM
668
Beese Fulmer Investment Management
Ohio
$300K +$78.7K +432 +36%
FPAS
669
Focus Partners Advisor Solutions
Missouri
$298K +$295K +1,618 New
AAP
670
Arax Advisory Partners
Colorado
$297K -$1.07M -5,866 -78%
TAM
671
Trillium Asset Management
Massachusetts
$294K -$53K -291 -15%
NERM
672
New England Research & Management
Illinois
$293K – – –
PP
673
Patron Partners
Texas
$289K -$17.5K -96 -6%
LTI
674
Laffer Tengler Investments
Tennessee
$287K +$182 +1 +0.1%
PA
675
Parallel Advisors
California
$286K -$11.7K -64 -4%
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