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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
676
Mainstream Capital Management
California
$325K -$3.86K -20 -1%
SG
677
StoneX Group
New York
$323K +$26.3K +136 +10%
RWP
678
RWA Wealth Partners
Massachusetts
$321K -$11.6K -60 -4%
PIM
679
Plato Investment Management
Australia
$320K +$6.95K +36 +2%
LTI
680
Laffer Tengler Investments
Tennessee
$320K +$7.72K +40 +3%
BIG
681
Brooklyn Investment Group
New York
$317K +$139K +721 +90%
BCM
682
Brown Capital Management
Maryland
$313K -$151K -782 -34%
FCMC
683
Founders Capital Management (Connecticut)
Connecticut
$312K – – –
TBA
684
Tower Bridge Advisors
Pennsylvania
$312K – – –
EWA
685
EP Wealth Advisors
California
$312K +$29K +150 +11%
VWA
686
Visionary Wealth Advisors
Illinois
$310K – – –
FFG
687
Fiduciary Financial Group
California
$309K -$24.3K -126 -7%
AWE
688
Avidian Wealth Enterprises
Texas
$309K +$7.91K +41 +3%
PAG
689
Powers Advisory Group
Illinois
$309K +$965 +5 +0.3%
JSW
690
Journey Strategic Wealth
New Jersey
$308K -$1.74K -9 -0.6%
RIM
691
RW Investment Management
Idaho
$301K – – –
FFM
692
Forum Financial Management
Illinois
$301K -$97.3K -504 -26%
BMCM
693
Bryn Mawr Capital Management
Pennsylvania
$297K -$2.12K -11 -0.8%
GM
694
GeoWealth Management
Illinois
$296K -$27.6K -143 -9%
SWM
695
Spire Wealth Management
Virginia
$294K +$33.4K +173 +14%
BCM
696
Brookstone Capital Management
Illinois
$292K -$46.5K -241 -15%
4WM
697
44 Wealth Management
Oregon
$291K -$17.2K -89 -6%
TYCC
698
Texas Yale Capital Corp
Florida
$291K – – –
AFA
699
AA Financial Advisors
Ohio
$291K +$17.9K +93 +7%
EH
700
Equitable Holdings
New York
$290K +$38.6K +200 +17%
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