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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
701
GeoWealth Management
Illinois
$86K -$3.01K -19 -3%
AA
702
Alta Advisers
United Kingdom
$85.9K – – –
CFS
703
CGC Financial Services
Oregon
$85.9K – – –
FFC
704
First Financial Corp
Indiana
$85.9K – – –
ST
705
Smithfield Trust
Pennsylvania
$80K +$1.11K +7 +1%
SAM
706
S.A. Mason
Michigan
$78.8K +$87.2K +550 New
AWM
707
Avior Wealth Management
Nebraska
$76.9K +$8.72K +55 +11%
WTG
708
West Tower Group
Virginia
$73.9K +$12.7K +80 +18%
PVH
709
Psagot Value Holdings
Israel
$73K – – –
SOW
710
State of Wyoming
Wyoming
$71.5K +$48.4K +305 +157%
ITIM
711
Indiana Trust & Investment Management
Indiana
$70.2K +$77.7K +490 New
AW
712
Avion Wealth
Texas
$70K +$1.9K +12 +2%
FFA
713
Farther Finance Advisors
California
$67.9K +$1.11K +7 +1%
LC
714
Lindbrook Capital
California
$63.7K -$6.34K -40 -8%
NF
715
Norwood Financial
Pennsylvania
$57.3K – – –
BWAM
716
Boyd Watterson Asset Management
Ohio
$55.7K -$634 -4 -1%
WT
717
Washington Trust
Rhode Island
$55.3K – – –
BAAM
718
Baker Avenue Asset Management
California
$54K -$2.38K -15 -4%
SR
719
Syntax Research
Florida
$48.3K +$53.4K +337 New
BONH
720
Bank of New Hampshire
New Hampshire
$48.1K – – –
BFP
721
Briaud Financial Planning
Texas
$48K +$53.4K +337 New
DSC
722
Duncker Streett & Co
Missouri
$48K – – –
HWA
723
HHM Wealth Advisors
Tennessee
$48K +$19.8K +125 +60%
TIM
724
Thompson Investment Management
Wisconsin
$46.5K – – –
FCT
725
First Community Trust
Iowa
$46.3K – – –
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