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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
801
Zions Bancorporation
Utah
$18K +$1.83K +12 +11%
GKIM
802
GW&K Investment Management
Massachusetts
$18K +$10K +66 +127%
MA
803
MCF Advisors
Kentucky
$17.6K – – –
QC
804
Quent Capital
New York
$16.8K -$4.11K -27 -20%
SWA
805
SOA Wealth Advisors
New York
$16.2K – – –
TIM
806
Tortoise Investment Management
New York
$15.6K – – –
LI
807
LRI Investments
Florida
$15.1K – – –
TCM
808
Tradewinds Capital Management
Washington
$15.1K – – –
GI
809
Gradient Investments
Minnesota
$14.5K -$3.5K -23 -19%
OA
810
Operose Advisors
Wisconsin
$14.4K – – –
FP
811
Financial Perspectives
Minnesota
$13.3K – – –
SL
812
Salomon & Ludwin
Virginia
$13.2K – – –
C
813
Covestor
United Kingdom
$13K -$5.17K -34 -29%
CSB
814
City State Bank
Iowa
$12.4K – – –
VCM
815
Versant Capital Management
Arizona
$12.1K +$10.3K +68 +567%
VWA
816
Valued Wealth Advisors
Utah
$12K +$2.13K +14 +22%
SSB
817
Sandy Spring Bank
Maryland
$11.3K – – –
CPG
818
Cornerstone Planning Group
New Jersey
$11.3K -$1.83K -12 -13%
JWA
819
JFS Wealth Advisors
Pennsylvania
$11K – – –
VNA
820
Valley National Advisers
Pennsylvania
$11K -$1.22K -8 -9%
AAG
821
Armstrong Advisory Group
Massachusetts
$10.6K – – –
ATPW
822
Ashton Thomas Private Wealth
Arizona
$10.6K -$335K -2,200 -97%
SWM
823
Sugarloaf Wealth Management
Georgia
$10.6K – – –
FPFS
824
First Personal Financial Services
North Carolina
$10.1K -$11.7K -77 -53%
CA
825
Clearstead Advisors
Ohio
$10.1K -$3.96K -26 -28%
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33
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