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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
EH
726
Equitable Holdings
New York
$223K +$200K +1,194 New
FPAS
727
Focus Partners Advisor Solutions
Missouri
$223K +$200K +1,192 New
KWA
728
Kingswood Wealth Advisors
California
$223K -$474K -2,826 -70%
OAM
729
Oxford Asset Management
United Kingdom
$223K -$239K -1,423 -54%
PWM
730
Perigon Wealth Management
California
$221K +$205K +1,222 New
HTC
731
Haverford Trust Company
Pennsylvania
$219K +$197K +1,173 New
TF
732
Trek Financial
Arizona
$217K +$195K +1,161 New
AA
733
Advisory Alpha
Michigan
$216K +$194K +1,155 New
BHIA
734
Birch Hill Investment Advisors
Massachusetts
$215K +$193K +1,150 New
AIP
735
Ameritas Investment Partners
Nebraska
$214K -$18.6K -111 -9%
PA
736
Pinnacle Associates
New York
$212K -$74.5K -444 -28%
FW
737
FullCircle Wealth
Texas
$211K +$183K +1,090 New
SWM
738
SeaCrest Wealth Management
New York
$206K +$185K +1,101 New
BHWA
739
Beacon Harbor Wealth Advisors
Virginia
$205K +$184K +1,100 New
TCM
740
Teza Capital Management
Illinois
$205K +$184K +1,098 New
PCS
741
Personal CFO Solutions
New Jersey
$205K +$184K +1,097 New
SHFP
742
Second Half Financial Partners
Florida
$203K +$182K +1,085 New
GHA
743
GW Henssler & Associates
Georgia
$200K – – –
MG
744
Mather Group
Illinois
$196K -$4.19K -25 -2%
RFW
745
Rainier Family Wealth
Washington
$195K +$175K +1,044 New
KBFS
746
Kohmann Bosshard Financial Services
Ohio
$189K -$89.9K -536 -35%
O
747
Ossiam
France
$182K +$21.1K +126 +15%
PMFA
748
Plante Moran Financial Advisors
Michigan
$181K – – –
BCWM
749
Bartlett & Co Wealth Management
Ohio
$180K – – –
MA
750
Montag & Associates
Georgia
$175K -$83.8K -500 -35%
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30
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