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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
776
Crewe Advisors
Utah
$3.6K -$15.8K -113 -81%
AAP
777
Arax Advisory Partners
Colorado
$3.06K – – –
SIC
778
SJS Investment Consulting
Ohio
$3.04K -$139 -1 -4%
DIP
779
DT Investment Partners
Pennsylvania
$3.04K – – –
RWM
780
Raffa Wealth Management
District of Columbia
$3.04K – – –
TFA
781
Transamerica Financial Advisors
Florida
$3K – – –
FMP
782
Financial Management Professionals
Texas
$3K +$1.95K +14 +233%
AWM
783
Abound Wealth Management
Tennessee
$2.91K +$2.51K +18 +600%
DI
784
Disciplined Investments
Oklahoma
$2.63K +$558 +4 +27%
TCM
785
TD Capital Management
Tennessee
$2.07K – – –
BWM
786
Baystate Wealth Management
Massachusetts
$2K – – –
KFP
787
KB Financial Partners
New Jersey
$2K – – –
SC
788
Sierra Capital
Florida
$2K – – –
CA
789
Clearstead Advisors
Ohio
$1.94K +$1.95K +14 New
VCM
790
Versant Capital Management
Arizona
$1.66K – – –
BCMLT
791
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.66K +$1.67K +12 New
WWM
792
Wolff Wiese Magana
California
$1.46K +$139 +1 +10%
CFD
793
Creative Financial Designs
Indiana
$1.38K – – –
EBA
794
Eagle Bay Advisors
New York
$1.38K – – –
CTA
795
Colonial Trust Advisors
South Carolina
$1.38K +$1.4K +10 New
HCM
796
Hollencrest Capital Management
California
$1.38K +$1.4K +10 New
MWM
797
MinichMacGregor Wealth Management
New York
$1.38K +$1.4K +10 New
MA
798
MCF Advisors
Kentucky
$1.11K – – –
NSIM
799
North Star Investment Management
Illinois
$1.11K +$1.12K +8 New
JWM
800
Janiczek Wealth Management
Colorado
$1.05K +$976 +7 New
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