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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
USB
751
Union Savings Bank
Connecticut
$21.5K – – –
FWM
752
Focused Wealth Management
New York
$21K +$159 +1 +0.7%
TWM
753
Tradition Wealth Management
Minnesota
$21K -$28.4K -179 -55%
CSB
754
City State Bank
Iowa
$21K – – –
HFM
755
Harvest Fund Management
China
$21K – – –
FPFS
756
First Personal Financial Services
North Carolina
$20.6K -$5.71K -36 -20%
WPA
757
West Paces Advisors
Georgia
$19.9K – – –
QC
758
Quent Capital
New York
$19.9K -$951 -6 -4%
WBC
759
West Branch Capital
Massachusetts
$19.5K – – –
OP
760
ORG Partners
Indiana
$16.3K – – –
ZB
761
Zions Bancorporation
Utah
$15.9K – – –
GCM
762
Gables Capital Management
Florida
$15.8K – – –
HFM
763
Hartford Financial Management
Connecticut
$15.6K +$17.3K +109 New
AGWCA
764
Annis Gardner Whiting Capital Advisors
Florida
$15.5K +$17.1K +108 New
SWA
765
SOA Wealth Advisors
New York
$15.3K – – –
GWS
766
Glassman Wealth Services
Virginia
$15K -$1.9K -12 -10%
CCP
767
Carmel Capital Partners
California
$15K – – –
HL
768
HeadInvest LLC
Maine
$15K +$16.6K +105 New
TIM
769
Tortoise Investment Management
New York
$14.4K +$159 +1 +1%
TCM
770
Tradewinds Capital Management
Washington
$14.3K – – –
BWL
771
Bogart Wealth LLC
Virginia
$14K -$3.17K -20 -17%
BFEC
772
Benjamin F. Edwards & Company
Missouri
$14K +$15.9K +100 New
OA
773
Operose Advisors
Wisconsin
$13.6K +$15.1K +95 New
SIC
774
Salem Investment Counselors
North Carolina
$13K +$159 +1 +1%
FP
775
Financial Perspectives
Minnesota
$12.6K – – –
29 30
31
32 33