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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
RLH
676
RD Lewis Holdings
Florida
$324K – – –
PA
677
Parallel Advisors
California
$322K +$18.9K +92 +6%
WAS
678
Westco Advisory Services
New York
$318K +$334K +1,624 New
IWM
679
IHT Wealth Management
Illinois
$317K -$6.58K -32 -2%
GC
680
Guggenheim Capital
Illinois
$317K -$201K -976 -38%
CFM
681
Cornerstone Financial Management
Massachusetts
$316K -$30.4K -148 -8%
GM
682
GeoWealth Management
Illinois
$315K +$33.3K +162 +11%
RIG
683
RiverFront Investment Group
Virginia
$313K +$92.9K +452 +39%
WTC
684
WhitTier Trust Company
Nevada
$312K +$5.96K +29 +2%
NERM
685
New England Research & Management
Illinois
$312K – – –
CA
686
Clearstead Advisors
Ohio
$309K -$55.5K -270 -15%
ERSOT
687
Employees Retirement System of Texas
Texas
$309K -$1.46M -7,121 -82%
TAM
688
Trillium Asset Management
Massachusetts
$309K -$5.14K -25 -2%
HNB
689
Hilltop National Bank
Wyoming
$308K +$6.38K +31 +2%
PP
690
Patron Partners
Texas
$308K – – –
FHC
691
First Horizon Corporation
Tennessee
$307K -$45.4K -221 -12%
RWP
692
RWA Wealth Partners
Massachusetts
$303K +$617 +3 +0.2%
PIM
693
Plato Investment Management
Australia
$300K – – –
CIC
694
Carnegie Investment Counsel
Ohio
$296K -$3.7K -18 -1%
MGIA
695
Moneta Group Investment Advisors
Missouri
$296K +$311K +1,511 New
MCM
696
Mainstream Capital Management
California
$295K – – –
FCMC
697
Founders Capital Management (Connecticut)
Connecticut
$294K – – –
PWM
698
Perigon Wealth Management
California
$293K -$35.8K -174 -10%
PAG
699
Powers Advisory Group
Illinois
$290K +$1.03K +5 +0.3%
DWT
700
Dorsey & Whitney Trust
South Dakota
$290K +$305K +1,481 New
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