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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
UCI
801
Uncommon Cents Investing
Wisconsin
$16.4K +$15.1K +100 New
TSMHT
802
Thurston Springer Miller Herd & Titak
Indiana
$15.8K +$4.54K +30 +45%
QC
803
Quent Capital
New York
$15.7K -$2.27K -15 -14%
OA
804
Operose Advisors
Wisconsin
$15.6K – – –
CA
805
Clearstead Advisors
Ohio
$15.1K +$3.78K +25 +37%
WIM
806
Westside Investment Management
California
$14.5K -$3.33K -22 -18%
FP
807
Financial Perspectives
Minnesota
$14.4K – – –
SL
808
Salomon & Ludwin
Virginia
$14.3K – – –
MCM
809
Manchester Capital Management
Vermont
$14.1K -$5K -33 -28%
HWM
810
Hemington Wealth Management
Virginia
$14K +$14.1K +93 New
SIS
811
Sound Income Strategies
Florida
$13.4K +$6.05K +40 +95%
C
812
Covestor
United Kingdom
$13K -$606 -4 -5%
JWA
813
JFS Wealth Advisors
Pennsylvania
$12.3K +$303 +2 +3%
GA
814
GoalVest Advisory
New York
$12.1K +$11.2K +74 New
GKIM
815
GW&K Investment Management
Massachusetts
$12K -$6.96K -46 -39%
AAG
816
Armstrong Advisory Group
Massachusetts
$11.5K – – –
SWM
817
Sugarloaf Wealth Management
Georgia
$11.5K – – –
OP
818
ORG Partners
Indiana
$11.3K – – –
NB
819
NBT Bank
New York
$11.2K +$10.3K +68 New
BFPW
820
BOK Financial Private Wealth
Colorado
$10.2K +$9.39K +62 New
SRCM
821
Signature Resources Capital Management
California
$10.2K – – –
CPG
822
Cornerstone Planning Group
New Jersey
$9.55K -$3.18K -21 -26%
GBT
823
Grove Bank & Trust
Florida
$9.03K -$195K -1,290 -96%
VWA
824
Valued Wealth Advisors
Utah
$8.7K -$3.94K -26 -33%
PWMG
825
Prestige Wealth Management Group
New Jersey
$8.54K – – –
31 32
33
34 35