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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
676
Gemmer Asset Management
California
$20K -$2.85K -26 -14%
ACA
677
Atlas Capital Advisors
Wyoming
$19.9K -$28.2K -257 -61%
AQA
678
Alpha Quant Advisors
Texas
$19K – – –
FIB
679
First Interstate Bank
Montana
$19K +$17.5K +160 New
AA
680
Advisory Alpha
Michigan
$18.4K +$16.8K +153 New
PFGIA
681
Patriot Financial Group Insurance Agency
Massachusetts
$18K – – –
FWM
682
Focused Wealth Management
New York
$17K +$110 +1 +0.7%
LFA
683
Legacy Financial Advisors
Kentucky
$17K +$1.32K +12 +9%
SIM
684
Sonora Investment Management
Arizona
$16K – – –
CAM
685
Cresset Asset Management
Illinois
$16K +$7.78K +71 +120%
BBHC
686
Brown Brothers Harriman & Co
New York
$15K – – –
WCG
687
Weaver Consulting Group
California
$15K +$13.8K +126 New
IA
688
IFP Advisors
Florida
$14K -$280K -2,554 -96%
VCM
689
Versant Capital Management
Arizona
$13K – – –
PCP
690
Proficio Capital Partners
Massachusetts
$13K +$4.93K +45 +74%
CHC
691
City Holding Co
West Virginia
$12K -$7.13K -65 -39%
ONST
692
Old North State Trust
North Carolina
$12K – – –
TCM
693
Tradewinds Capital Management
Washington
$12K – – –
PCMK
694
Paragon Capital Management (Kansas)
Kansas
$12K +$11K +100 New
SCM
695
Shelton Capital Management
Colorado
$11.3K -$730K -6,656 -83%
HWA
696
Heritage Wealth Advisors
Virginia
$10.9K – – –
CFA
697
Carroll Financial Associates
North Carolina
$10K -$9.32K -85 -49%
LWANC
698
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K – – –
FC
699
Ferris Capital
Massachusetts
$9K – – –
TL
700
TrueWealth LLC
Georgia
$9K – – –
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