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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
701
Visionary Wealth Advisors
Illinois
$341K +$15.6K +75 +5%
RLH
702
RD Lewis Holdings
Florida
$341K -$27.6K -133 -7%
MCM
703
Mainstream Capital Management
California
$340K – – –
TAM
704
Titleist Asset Management
Texas
$337K +$321K +1,546 New
RWP
705
RWA Wealth Partners
Massachusetts
$337K – – –
AWE
706
Avidian Wealth Enterprises
Texas
$336K +$11.2K +54 +4%
CWA
707
Crux Wealth Advisors
California
$335K -$345K -1,662 -52%
IWM
708
IHT Wealth Management
Illinois
$335K -$45.5K -219 -12%
EWA
709
EP Wealth Advisors
California
$334K +$7.06K +34 +2%
PIM
710
Plato Investment Management
Australia
$332K +$830 +4 +0.3%
SC
711
Savant Capital
Illinois
$331K +$56.2K +271 +22%
AO
712
Advisor OS
Illinois
$329K +$28K +135 +10%
AIM
713
AHL Investment Management
Florida
$327K -$20.8K -100 -6%
FCMC
714
Founders Capital Management (Connecticut)
Connecticut
$327K – – –
TBA
715
Tower Bridge Advisors
Pennsylvania
$327K – – –
AIM
716
Aigen Investment Management
New York
$325K -$1.49M -7,192 -83%
PAG
717
Powers Advisory Group
Illinois
$325K +$1.04K +5 +0.3%
HIMS
718
Hager Investment Management Services
New Hampshire
$323K +$304K +1,467 +11,285%
LAM
719
L2 Asset Management
Massachusetts
$322K +$307K +1,478 New
SG
720
StoneX Group
New York
$320K -$17.4K -84 -5%
4WM
721
44 Wealth Management
Oregon
$320K +$13.3K +64 +5%
HCM
722
Hodges Capital Management
Texas
$319K -$80.3K -387 -21%
DWT
723
Dorsey & Whitney Trust
South Dakota
$317K +$17K +82 +6%
RIM
724
RW Investment Management
Idaho
$316K – – –
BCA
725
Bay Capital Advisors
Virginia
$315K -$35.1K -169 -10%
27 28
29
30 31