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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
726
Great Valley Advisor Group
Delaware
$314K -$43K -207 -13%
PCM
727
Prelude Capital Management
New York
$312K +$297K +1,433 New
BMCM
728
Bryn Mawr Capital Management
Pennsylvania
$312K – – –
BCM
729
Brookstone Capital Management
Illinois
$311K +$4.15K +20 +1%
CW
730
CreativeOne Wealth
Kansas
$311K +$58.7K +283 +25%
WIA
731
Wetzel Investment Advisors
Indiana
$306K -$41.1K -198 -12%
AFA
732
AA Financial Advisors
Ohio
$305K – – –
TYCC
733
Texas Yale Capital Corp
Florida
$305K – – –
OFS
734
OneAscent Financial Services
Alabama
$305K -$296K -1,426 -50%
SW
735
SVB Wealth
Massachusetts
$304K +$290K +1,395 New
BCM
736
Brown Capital Management
Maryland
$303K -$23.9K -115 -8%
SAI
737
Systematic Alpha Investments
New Jersey
$301K – – –
BDFN
738
Bond & Devick Financial Network
Minnesota
$300K +$415 +2 +0.1%
FFA
739
Farther Finance Advisors
California
$300K +$13.3K +64 +5%
TAM
740
Trust Asset Management
Texas
$297K – – –
PWM
741
Perigon Wealth Management
California
$295K +$9.55K +46 +4%
CIP
742
Capital Insight Partners
Arizona
$294K – – –
DWM
743
David Wealth Management
Virginia
$294K – – –
SCTC
744
Sanibel Captiva Trust Company
Florida
$293K – – –
EFSCE
745
Enterprise Financial Services Corp (EFSC)
Missouri
$293K +$7.47K +36 +3%
HIA
746
Harbor Investment Advisory
Maryland
$292K -$1.04K -5 -0.4%
NP
747
NorthRock Partners
Minnesota
$291K +$277K +1,337 New
CTC
748
Central Trust Company
Missouri
$291K – – –
VFA
749
Valeo Financial Advisors
Indiana
$289K +$28K +135 +11%
CFB
750
Cullen/Frost Bankers
Texas
$288K +$100K +484 +58%
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