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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
751
Pinnacle Bancorp
Nebraska
$10K -$4.32K -31 -31%
AA
752
Ancora Advisors
Ohio
$9K – – –
RA
753
Rise Advisors
New York
$8.92K – – –
AWM
754
Accurate Wealth Management
Florida
$8.72K +$8.09K +58 New
WWP
755
WR Wealth Planners
Missouri
$8.44K – – –
BIA
756
Bell Investment Advisors
California
$8.44K +$1.12K +8 +15%
QL
757
Quarry LP
New York
$8.44K +$8.51K +61 New
RWM
758
Ruedi Wealth Management
Illinois
$8.3K +$8.37K +60 New
SC
759
Schubert & Co
Texas
$7.88K +$2.09K +15 +36%
MPCL
760
My Personal CFO LLC
Washington
$7.88K +$7.95K +57 New
CPG
761
Cornerstone Planning Group
New Jersey
$7.71K +$7.39K +53 New
PWMG
762
Prestige Wealth Management Group
New Jersey
$7.19K – – –
CAS
763
Coppell Advisory Solutions
Texas
$7.05K +$7.11K +51 New
CASC
764
Coppell Advisory Solutions Corp
Texas
$7.05K +$7.11K +51 New
EDRH
765
Edmond de Rothschild Holding
Switzerland
$6.92K -$395K -2,835 -98%
SWA
766
Sutton Wealth Advisors
Florida
$6.22K – – –
TSW
767
Thompson Siegel & Walmsley
Virginia
$6K – – –
MWM
768
Mascoma Wealth Management
New Hampshire
$5.95K +$6K +43 New
HWM
769
HighMark Wealth Management
Minnesota
$5.81K +$418 +3 +8%
NC
770
NewSquare Capital
Pennsylvania
$5.39K – – –
PA
771
PSI Advisors
Florida
$4.84K -$27.9K -200 -85%
LS
772
Livforsakringsbolaget Skandia
Sweden
$4.29K – – –
SFCL
773
Strengthening Families & Communities LLC
Massachusetts
$4K – – –
VNA
774
Valley National Advisers
Pennsylvania
$4K – – –
TFGT
775
TS Financial Group (TSFG)
Illinois
$4K +$3.63K +26 New
29 30
31
32 33