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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
701
GeoWealth Management
Illinois
$98K +$93.4K +631 New
PWMA
702
Pension & Wealth Management Advisors
Massachusetts
$97.8K – – –
PVH
703
Psagot Value Holdings
Israel
$96K -$19.2K -130 -17%
MHR
704
Matthew Hamilton Rosenberg
$94.2K – – –
AA
705
Alta Advisers
United Kingdom
$93.1K – – –
FFC
706
First Financial Corp
Indiana
$93.1K – – –
ST
707
Smithfield Trust
Pennsylvania
$86K +$61.4K +415 +307%
DGAM
708
Desjardins Global Asset Management
Quebec, Canada
$84K +$30K +203 +60%
AWM
709
Accel Wealth Management
Iowa
$79.4K +$148 +1 +0.2%
AWM
710
Avior Wealth Management
Nebraska
$74.8K +$4.29K +29 +6%
KTC
711
Kistler-Tiffany Companies
Pennsylvania
$73.8K +$37.7K +255 +115%
LC
712
Lindbrook Capital
California
$71.7K +$3.4K +23 +5%
PTC
713
Private Trust Company
Ohio
$66.9K +$888 +6 +1%
AW
714
Avion Wealth
Texas
$66K +$1.04K +7 +1%
FFA
715
Farther Finance Advisors
California
$63.5K +$39.7K +268 +190%
NF
716
Norwood Financial
Pennsylvania
$62.1K – – –
BWAM
717
Boyd Watterson Asset Management
Ohio
$61K – – –
BAAM
718
Baker Avenue Asset Management
California
$60.8K -$61.8K -418 -52%
WT
719
Washington Trust
Rhode Island
$59.9K – – –
BAMF
720
BI Asset Management Fondsmaeglerselskab
Denmark
$58K -$1.18K -8 -2%
DSC
721
Duncker Streett & Co
Missouri
$52K – – –
BONH
722
Bank of New Hampshire
New Hampshire
$50.9K +$48.5K +328 New
TIM
723
Thompson Investment Management
Wisconsin
$50.4K +$48.1K +325 New
FCT
724
First Community Trust
Iowa
$50.1K – – –
TWM
725
Tradition Wealth Management
Minnesota
$50K +$444 +3 +0.9%
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