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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
726
PrairieView Partners
Minnesota
$49K – – –
TF
727
Tompkins Financial
New York
$47.8K – – –
LF
728
Lee Financial
Texas
$46.5K – – –
CIA
729
Cape Investment Advisory
Georgia
$46.5K +$44.4K +300 New
HCP
730
Hexagon Capital Partners
Arkansas
$45.2K +$888 +6 +2%
SWM
731
Sugarloaf Wealth Management
Georgia
$40.2K – – –
GWS
732
Glassman Wealth Services
Virginia
$39.3K +$888 +6 +2%
FDCC
733
Foster Dykema Cabot & Co
Massachusetts
$39K +$37K +250 New
CT
734
Cambridge Trust
Massachusetts
$38.8K – – –
IBOK
735
Independence Bank of Kentucky
Kentucky
$38.8K – – –
CPA
736
Cowen Prime Advisors
New York
$38K – – –
FMP
737
Financial Management Professionals
Texas
$38K +$33.3K +225 +1,125%
AF
738
Allworth Financial
California
$37.9K +$16.4K +111 +83%
GWM
739
Geneos Wealth Management
Colorado
$37.2K +$10.5K +71 +42%
SSG
740
Summit Securities Group
New York
$37K +$17.2K +116 +94%
MPWT
741
MassMutual Private Wealth & Trust
Connecticut
$36.8K +$13.6K +92 +63%
HDIM
742
Hanson & Doremus Investment Management
Vermont
$36K +$10.5K +71 +43%
PFBT
743
Parkside Financial Bank & Trust
Missouri
$34.4K +$2.52K +17 +8%
CPFP
744
Clear Perspectives Financial Planning
Ohio
$34.1K – – –
EWA
745
EverSource Wealth Advisors
Alabama
$32.9K – – –
GRP
746
Global Retirement Partners
California
$32.7K -$84K -568 -72%
HWA
747
HHM Wealth Advisors
Tennessee
$32.6K +$31.1K +210 New
FMTCOCP
748
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$32K – – –
TAIM
749
TD Ameritrade Investment Management
Nebraska
$32K +$12.1K +82 +67%
PGAM
750
Princeton Global Asset Management
New Jersey
$31K – – –
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