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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
676
Ballentine Partners
Massachusetts
$370K +$4.21K +21 +1%
EFG
677
Embree Financial Group
Illinois
$369K +$22.2K +111 +7%
CI
678
Corient IA
Florida
$367K – – –
AGP
679
Aspire Growth Partners
Florida
$365K -$128K -638 -26%
FHC
680
First Horizon Corporation
Tennessee
$362K +$38.1K +190 +12%
RLH
681
RD Lewis Holdings
Florida
$360K – – –
DMBA
682
Deseret Mutual Benefit Administrators
Utah
$359K -$38.9K -194 -10%
BTC
683
Bank & Trust Company
Illinois
$358K – – –
PA
684
Parallel Advisors
California
$356K +$17K +85 +5%
HTHT
685
Hemenway Trust Hemenway Trust
New Hampshire
$355K -$22K -110 -6%
SIA
686
Strategic Investment Advisors
Michigan
$354K +$344K +1,716 New
PWP
687
Phillips Wealth Planners
Mississippi
$348K -$2.6K -13 -0.8%
1WA
688
180 Wealth Advisors
Washington
$346K -$5.61K -28 -2%
RBWA
689
RFG - Bristol Wealth Advisors
Massachusetts
$346K – – –
SG
690
StoneX Group
New York
$344K +$77.1K +385 +30%
BFIM
691
Beese Fulmer Investment Management
Ohio
$340K -$26.4K -132 -7%
DBIA
692
Dumont & Blake Investment Advisors
New Jersey
$340K -$801 -4 -0.2%
MP
693
McDonald Partners
Ohio
$340K -$15K -75 -4%
JDLA
694
J. Derek Lewis & Associates
California
$339K -$7.81K -39 -2%
IP
695
Indivisible Partners
Florida
$338K +$95K +474 +41%
CFM
696
Cornerstone Financial Management
Massachusetts
$337K +$4.01K +20 +1%
CAG
697
Crestwood Advisors Group
Massachusetts
$335K +$326K +1,628 New
PWM
698
Perigon Wealth Management
California
$335K +$27K +135 +9%
GM
699
GeoWealth Management
Illinois
$334K +$2.6K +13 +0.8%
KWM
700
Keebeck Wealth Management
Illinois
$333K +$323K +1,614 New
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