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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
726
Cresset Asset Management
Illinois
$232K -$7.29K -40 -3%
VFA
727
Valeo Financial Advisors
Indiana
$230K +$6.74K +37 +3%
DAS
728
Diversify Advisory Services
Utah
$228K +$194K +1,064 New
ZWA
729
Zinnia Wealth Advisory
Florida
$227K +$225K +1,234 New
MIM
730
MTM Investment Management
South Carolina
$226K +$729 +4 +0.3%
CWM
731
Cabot Wealth Management
Massachusetts
$225K – – –
PWP
732
Phillips Wealth Planners
Mississippi
$225K -$45K -247 -19%
PPWP
733
Premier Path Wealth Partners
New Jersey
$222K -$82.6K -453 -27%
OPTFSNA
734
Old Point Trust & Financial Services N A
Virginia
$221K – – –
AT
735
Adelphi Trust
Florida
$221K +$219K +1,200 New
GS
736
GTS Securities
Florida
$220K +$218K +1,196 New
HTC
737
Haverford Trust Company
Pennsylvania
$216K +$365 +2 +0.2%
BB
738
Busey Bank
Illinois
$215K – – –
MUMSS
739
Mitsubishi UFJ Morgan Stanley Securities
Japan
$212K +$210K +1,150 New
RIG
740
RiverFront Investment Group
Virginia
$211K +$209K +1,147 New
CSPIA
741
Cary Street Partners Investment Advisory
Virginia
$211K +$9.29K +51 +5%
BCA
742
Bay Capital Advisors
Virginia
$210K – – –
TF
743
Trek Financial
Arizona
$210K -$26.1K -143 -11%
SW
744
SVB Wealth
Massachusetts
$210K -$43.9K -241 -17%
GVAG
745
Great Valley Advisor Group
Delaware
$209K -$2.73K -15 -1%
GRP
746
Global Retirement Partners
California
$209K -$126K -691 -38%
PA
747
Pinnacle Associates
New York
$208K +$365 +2 +0.2%
WP
748
Woodline Partners
California
$208K +$206K +1,130 New
GSWM
749
Golden State Wealth Management
California
$206K -$3.46K -19 -2%
BDFN
750
Bond & Devick Financial Network
Minnesota
$205K -$47.9K -263 -19%
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30
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