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Darden Restaurants
DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
676
SageView Advisory Group
California
$378K -$15.8K -79 -4%
RBC
677
Romano Brothers & Co
Illinois
$374K – – –
BP
678
Ballentine Partners
Massachusetts
$370K +$4.21K +21 +1%
EFG
679
Embree Financial Group
Illinois
$369K +$22.2K +111 +7%
CI
680
Corient IA
Florida
$367K – – –
AGP
681
Aspire Growth Partners
Florida
$365K -$128K -638 -26%
FHC
682
First Horizon Corporation
Tennessee
$362K +$38.1K +190 +12%
RLH
683
RD Lewis Holdings
Florida
$360K – – –
DMBA
684
Deseret Mutual Benefit Administrators
Utah
$359K -$38.9K -194 -10%
BTC
685
Bank & Trust Company
Illinois
$358K – – –
PA
686
Parallel Advisors
California
$356K +$17K +85 +5%
HTHT
687
Hemenway Trust Hemenway Trust
New Hampshire
$355K -$22K -110 -6%
SIA
688
Strategic Investment Advisors
Michigan
$354K +$344K +1,716 New
PWP
689
Phillips Wealth Planners
Mississippi
$348K -$2.6K -13 -0.8%
1WA
690
180 Wealth Advisors
Washington
$346K -$5.61K -28 -2%
RBWA
691
RFG - Bristol Wealth Advisors
Massachusetts
$346K – – –
SG
692
StoneX Group
New York
$344K +$77.1K +385 +30%
BFIM
693
Beese Fulmer Investment Management
Ohio
$340K -$26.4K -132 -7%
DBIA
694
Dumont & Blake Investment Advisors
New Jersey
$340K -$801 -4 -0.2%
MP
695
McDonald Partners
Ohio
$340K -$15K -75 -4%
JDLA
696
J. Derek Lewis & Associates
California
$339K -$7.81K -39 -2%
IP
697
Indivisible Partners
Florida
$338K +$95K +474 +41%
CFM
698
Cornerstone Financial Management
Massachusetts
$337K +$4.01K +20 +1%
CAG
699
Crestwood Advisors Group
Massachusetts
$335K +$326K +1,628 New
PWM
700
Perigon Wealth Management
California
$335K +$27K +135 +9%
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