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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
751
Silvercrest Asset Management
New York
$280K – – –
AUB
752
Atlantic Union Bankshares
Virginia
$280K – – –
BAM
753
Berkshire Asset Management
Pennsylvania
$276K – – –
EFSCE
754
Enterprise Financial Services Corp (EFSC)
Missouri
$273K -$1.4K -7 -0.5%
AFA
755
AA Financial Advisors
Ohio
$271K -$20.8K -104 -7%
OC
756
Oakworth Capital
Alabama
$270K +$1.6K +8 +0.6%
WPC
757
Wedmont Private Capital
Pennsylvania
$268K +$46.5K +232 +22%
CTC
758
Central Trust Company
Missouri
$268K -$8.01K -40 -3%
AWM
759
Angeles Wealth Management
California
$268K +$5.01K +25 +2%
PCA
760
Pallas Capital Advisors
Massachusetts
$265K +$37.7K +188 +17%
MEG
761
Millstone Evans Group
Colorado
$265K – – –
SQA
762
Simon Quick Advisors
New Jersey
$264K +$401 +2 +0.2%
TAM
763
Trust Asset Management
Texas
$264K -$5.21K -26 -2%
FCCM
764
First City Capital Management
Georgia
$264K – – –
PA
765
Pinnacle Associates
New York
$263K +$28.5K +142 +13%
OCG
766
Opus Capital Group
Ohio
$263K -$1.4K -7 -0.5%
HNB
767
Hilltop National Bank
Wyoming
$262K -$60.1K -300 -19%
EWM
768
Empirical Wealth Management
Washington
$256K +$249K +1,245 New
GS
769
GTS Securities
Florida
$256K +$13K +65 +6%
CWA
770
Crux Wealth Advisors
California
$255K -$9.42K -47 -4%
WI
771
WBI Investments
New Jersey
$255K -$1.2M -5,991 -83%
MIM
772
MTM Investment Management
South Carolina
$255K +$601 +3 +0.2%
GIA
773
Gateway Investment Advisers
Ohio
$253K -$214K -1,070 -47%
RB
774
Renasant Bank
Mississippi
$253K +$246K +1,226 New
NGA
775
Naples Global Advisors
Florida
$252K +$3K +15 +1%
29 30
31
32 33