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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
826
Bogart Wealth LLC
Virginia
$16.1K – – –
VNA
827
Valley National Advisers
Pennsylvania
$16K +$2.42K +16 +19%
OA
828
Operose Advisors
Wisconsin
$15.6K – – –
SIC
829
Salem Investment Counselors
North Carolina
$15K – – –
MCM
830
Manchester Capital Management
Vermont
$14.5K +$12.1K +80 +1,000%
FP
831
Financial Perspectives
Minnesota
$14.5K – – –
CPG
832
Cornerstone Planning Group
New Jersey
$14.3K – – –
LFG
833
Larson Financial Group
Missouri
$14.3K +$151 +1 +1%
CSB
834
City State Bank
Iowa
$13K -$10.1K -67 -45%
SL
835
Salomon & Ludwin
Virginia
$12.5K – – –
JWA
836
JFS Wealth Advisors
Pennsylvania
$12K – – –
ASBI
837
American State Bank (Iowa)
Iowa
$11.5K – – –
AAG
838
Armstrong Advisory Group
Massachusetts
$11.5K – – –
SWM
839
Sugarloaf Wealth Management
Georgia
$11.5K – – –
PFA
840
Pathway Financial Advisers
Indiana
$11K – – –
RA
841
Rise Advisors
New York
$10.9K +$151 +1 +2%
PPWM
842
PFG Private Wealth Management
Florida
$10.7K +$9.84K +65 New
SRCM
843
Signature Resources Capital Management
California
$10.2K +$9.39K +62 New
BSB
844
Bangor Savings Bank
Maine
$9.86K – – –
PP
845
Paloma Partners
Connecticut
$9.37K -$1.08M -7,149 -99%
CQS
846
Credential Qtrade Securities
$9.2K +$8.48K +56 New
AIM
847
Anchor Investment Management
South Carolina
$8.71K +$8.03K +53 New
DGAM
848
Desjardins Global Asset Management
Quebec, Canada
$8.7K – – –
PWMG
849
Prestige Wealth Management Group
New Jersey
$8.54K – – –
GKIM
850
GW&K Investment Management
Massachusetts
$8K +$1.97K +13 +34%
32 33
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35 36