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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
801
Fortem Financial Group
California
$232K – – –
GSWM
802
Golden State Wealth Management
California
$231K +$27.8K +134 +15%
BBA
803
BLB&B Advisors
Pennsylvania
$229K – – –
NSAM
804
North Star Asset Management
Wisconsin
$227K – – –
PAM
805
Panagora Asset Management
Massachusetts
$227K +$3.74K +18 +2%
GIA
806
Gateway Investment Advisers
Ohio
$227K +$1.04K +5 +0.5%
DWM
807
Dakota Wealth Management
Florida
$225K +$8.09K +39 +4%
SF
808
Symphony Financial
Texas
$224K +$744K +3,587 New
FTWA
809
Fifth Third Wealth Advisors
Ohio
$224K -$13.5K -65 -6%
CSPIA
810
Cary Street Partners Investment Advisory
Virginia
$224K +$17K +82 +9%
CFD
811
Creative Financial Designs
Indiana
$224K +$213K +1,025 +102,500%
AI
812
Atom Investors
Texas
$222K +$211K +1,019 New
MYLI
813
Meiji Yasuda Life Insurance
Japan
$222K +$211K +1,018 New
PMFA
814
Plante Moran Financial Advisors
Michigan
$222K +$9.55K +46 +5%
BCWM
815
Bartlett & Co Wealth Management
Ohio
$222K +$45K +217 +27%
SWM
816
Spire Wealth Management
Virginia
$221K -$83K -400 -28%
DIM
817
Delta Investment Management
California
$221K – – –
BFS
818
Bradley Foster & Sargent
Connecticut
$219K – – –
CCM
819
Chiron Capital Management
Florida
$218K – – –
FBT
820
First Bank & Trust
South Dakota
$218K – – –
TIA
821
Traphagen Investment Advisors
New Jersey
$218K – – –
WTFG
822
Wells Trecaso Financial Group
Ohio
$218K – – –
AFM
823
Armstrong Fleming & Moore
District of Columbia
$218K +$208K +1,000 New
FFN
824
Focus Financial Network
Minnesota
$218K -$2.28K -11 -1%
AI
825
AdvisorShares Investments
Maryland
$216K -$477K -2,300 -70%
31 32
33
34 35