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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMU
726
Lombard Odier Asset Management (USA)
New York
$242K +$261K +1,269 New
EH
727
Equitable Holdings
New York
$240K -$62.9K -306 -20%
OC
728
Oakworth Capital
Alabama
$236K – – –
FW
729
FullCircle Wealth
Texas
$235K +$9.87K +48 +4%
MIM
730
MTM Investment Management
South Carolina
$233K +$822 +4 +0.3%
CWM
731
Cabot Wealth Management
Massachusetts
$233K – – –
VFA
732
Valeo Financial Advisors
Indiana
$230K -$24.1K -117 -9%
DWT
733
Dorsey & Whitney Trust
South Dakota
$230K -$51K -248 -17%
OIA
734
OneDigital Investment Advisors
Kansas
$229K -$22.6K -110 -8%
PFPT
735
Pinnacle Financial Partners (Tennessee)
Tennessee
$229K +$56.5K +275 +30%
OPTFSNA
736
Old Point Trust & Financial Services N A
Virginia
$228K – – –
BFIM
737
Beese Fulmer Investment Management
Ohio
$228K -$3.08K -15 -1%
HTC
738
Haverford Trust Company
Pennsylvania
$223K – – –
BB
739
Busey Bank
Illinois
$223K -$2.67K -13 -1%
WPC
740
Wedmont Private Capital
Pennsylvania
$223K -$3.08K -15 -1%
PAM
741
Panagora Asset Management
Massachusetts
$221K +$24.5K +119 +11%
AO
742
Advisor OS
Illinois
$220K -$73K -355 -23%
GVAG
743
Great Valley Advisor Group
Delaware
$219K -$60K -292 -20%
BHIA
744
Birch Hill Investment Advisors
Massachusetts
$219K – – –
BCA
745
Bay Capital Advisors
Virginia
$218K -$61.9K -301 -21%
AW
746
Apricus Wealth
South Carolina
$217K +$11.5K +56 +5%
IFS
747
Ifrah Financial Services
Arkansas
$217K -$2.47K -12 -1%
GSWM
748
Golden State Wealth Management
California
$217K +$16.4K +80 +8%
GHA
749
GW Henssler & Associates
Georgia
$215K +$232K +1,130 New
IC
750
Inscription Capital
Texas
$215K +$232K +1,129 New
28 29
30
31 32