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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
776
Golden State Wealth Management
California
$250K +$200 +1 +0.1%
BCM
777
Brookstone Capital Management
Illinois
$250K +$28.9K +144 +13%
CAM
778
Cresset Asset Management
Illinois
$248K -$8.82K -44 -4%
AT
779
Adelphi Trust
Florida
$247K – – –
OPTFSNA
780
Old Point Trust & Financial Services N A
Virginia
$247K – – –
SWA
781
Sax Wealth Advisors
New Jersey
$245K +$250K +1,249 New
NB
782
Nicolet Bankshares
Wisconsin
$241K +$401 +2 +0.2%
BB
783
Busey Bank
Illinois
$238K -$1.2K -6 -0.5%
IPW
784
Inlet Private Wealth
Florida
$238K +$231K +1,155 New
SAI
785
Savvy Advisors Inc
New York
$238K +$231K +1,153 New
ATC
786
Argent Trust Co
Tennessee
$237K +$231K +1,152 New
FH
787
FWG Holdings
Florida
$236K -$801 -4 -0.3%
GHA
788
GW Henssler & Associates
Georgia
$235K +$200 +1 +0.1%
BCA
789
Bay Capital Advisors
Virginia
$235K – – –
BAAM
790
Baker Avenue Asset Management
California
$234K +$228K +1,137 New
TF
791
Trek Financial
Arizona
$234K -$200 -1 -0.1%
PPWP
792
Premier Path Wealth Partners
New Jersey
$233K -$12.4K -62 -5%
IC
793
Inscription Capital
Texas
$232K +$225K +1,124 New
HTC
794
Haverford Trust Company
Pennsylvania
$231K -$10.4K -52 -4%
SWA
795
Strategies Wealth Advisors
Michigan
$228K +$222K +1,106 New
UB
796
UMB Bank
Missouri
$228K -$1.2K -6 -0.5%
HAG
797
HighPoint Advisor Group
Illinois
$228K -$1K -5 -0.5%
CW
798
CreativeOne Wealth
Kansas
$227K -$1K -5 -0.5%
MCC
799
Money Concepts Capital
Florida
$227K +$221K +1,101 New
FFN
800
Focus Financial Network
Minnesota
$226K +$220K +1,097 New
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