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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
726
Mitchell McLeod Pugh & Williams
Alabama
$305K +$297K +1,480 New
PFBT
727
Parkside Financial Bank & Trust
Missouri
$304K +$108K +537 +57%
ACGA
728
Atlanta Consulting Group Advisors
Georgia
$304K -$41.5K -207 -12%
AP
729
Appleton Partners
Massachusetts
$304K – – –
PIM
730
Plato Investment Management
Australia
$303K -$9.82K -49 -3%
CIA
731
Choate Investment Advisors
Massachusetts
$303K -$53.5K -267 -15%
CSPIA
732
Cary Street Partners Investment Advisory
Virginia
$302K +$13.6K +68 +5%
MWM
733
Mission Wealth Management
California
$301K +$293K +1,462 New
VWA
734
Visionary Wealth Advisors
Illinois
$299K – – –
AWMM
735
Aegis Wealth Management (Maryland)
Maryland
$299K -$601 -3 -0.2%
RIM
736
RW Investment Management
Idaho
$299K – – –
PA
737
Profund Advisors
Maryland
$298K +$801 +4 +0.3%
AU
738
AlphaGrep UK
$295K -$45.1K -225 -14%
MWM
739
Modern Wealth Management
Kansas
$293K +$285K +1,424 New
FC
740
Fulcrum Capital
Washington
$293K -$75.3K -376 -21%
AWM
741
Axxcess Wealth Management
California
$292K +$284K +1,416 New
DWM
742
Darwin Wealth Management
Florida
$292K +$9.62K +48 +4%
HCM
743
Hall Capital Management
Rhode Island
$291K – – –
SCTC
744
Sanibel Captiva Trust Company
Florida
$289K +$12K +60 +4%
TYCC
745
Texas Yale Capital Corp
Florida
$288K – – –
HIP
746
HUB Investment Partners
Texas
$286K +$278K +1,387 New
SAI
747
Systematic Alpha Investments
New Jersey
$284K – – –
4WM
748
44 Wealth Management
Oregon
$283K -$16.4K -82 -6%
EWA
749
EverSource Wealth Advisors
Alabama
$282K +$54.9K +274 +25%
HFS
750
Hantz Financial Services
Michigan
$281K +$19.4K +97 +8%
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