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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
751
Pinnacle Associates
New York
$215K -$16.2K -79 -7%
BJL
752
Brighton Jones LLC
Washington
$215K -$243K -1,181 -51%
KWM
753
Kingsview Wealth Management
Oregon
$214K +$2.47K +12 +1%
CIA
754
Capital Investment Advisors
Georgia
$212K +$7.61K +37 +3%
CI
755
Cigna Investments
Connecticut
$212K -$10.3K -50 -4%
OBAM
756
ODDO BHF Asset Management
France
$210K – – –
PAM
757
Paradigm Asset Management
New York
$209K – – –
CSPIA
758
Cary Street Partners Investment Advisory
Virginia
$208K +$13.4K +65 +6%
LRIA
759
Leonard Rickey Investment Advisors
Washington
$206K -$1.44K -7 -0.6%
PCS
760
Personal CFO Solutions
New Jersey
$205K -$18.7K -91 -8%
PI
761
PFG Investments
New York
$204K +$220K +1,072 New
SHFP
762
Second Half Financial Partners
Florida
$204K -$2.67K -13 -1%
FWM
763
Fingerlakes Wealth Management
New York
$204K +$220K +1,072 New
MCWS
764
McKinley Carter Wealth Services
West Virginia
$203K +$220K +1,068 New
AIP
765
Ameritas Investment Partners
Nebraska
$203K -$7.81K -38 -3%
UB
766
UMB Bank
Missouri
$202K +$28.8K +140 +15%
BBA
767
BLB&B Advisors
Pennsylvania
$200K – – –
CFD
768
Creative Financial Designs
Indiana
$195K – – –
PMFA
769
Plante Moran Financial Advisors
Michigan
$195K +$1.44K +7 +0.7%
BCWM
770
Bartlett & Co Wealth Management
Ohio
$190K -$3.7K -18 -2%
MA
771
Montag & Associates
Georgia
$188K +$4.52K +22 +2%
TRCT
772
Tower Research Capital (TRC)
New York
$180K -$253K -1,231 -57%
DMBA
773
Deseret Mutual Benefit Administrators
Utah
$176K +$15.2K +74 +9%
FMII
774
Farmers & Merchants Investments Inc
Nebraska
$176K – – –
EWA
775
EverSource Wealth Advisors
Alabama
$173K -$75.9K -369 -29%
29 30
31
32 33