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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
826
J. Safra Asset Management
New York
$19.9K +$17.3K +104 +693%
GI
827
Gradient Investments
Minnesota
$19.9K -$19.8K -119 -50%
MA
828
MCF Advisors
Kentucky
$19.4K – – –
AGWCA
829
Annis Gardner Whiting Capital Advisors
Florida
$18.2K – – –
WTA
830
Washington Trust Advisors
Massachusetts
$18.1K -$7.14K -43 -28%
ZB
831
Zions Bancorporation
Utah
$17.9K -$664 -4 -4%
SWA
832
SOA Wealth Advisors
New York
$17.9K – – –
QL
833
Quarry LP
New York
$17.7K -$14.9K -90 -46%
TIM
834
Tortoise Investment Management
New York
$17.1K +$166 +1 +1%
WIM
835
Westside Investment Management
California
$16.7K +$16.6K +100 New
TCM
836
Tradewinds Capital Management
Washington
$16.7K – – –
LI
837
LRI Investments
Florida
$16.7K +$16.6K +100 New
OA
838
Operose Advisors
Wisconsin
$15.9K – – –
MCM
839
Manchester Capital Management
Vermont
$15.7K +$996 +6 +7%
FP
840
Financial Perspectives
Minnesota
$14.7K – – –
SL
841
Salomon & Ludwin
Virginia
$14.5K – – –
VNA
842
Valley National Advisers
Pennsylvania
$14K -$1.99K -12 -12%
CSB
843
City State Bank
Iowa
$14K – – –
CA
844
Clearstead Advisors
Ohio
$13.9K +$8.46K +51 +121%
CPG
845
Cornerstone Planning Group
New Jersey
$13.7K +$830 +5 +6%
SSB
846
Sandy Spring Bank
Maryland
$12.5K +$12.4K +75 New
LF
847
LifeSteps Financial
California
$12.5K +$12.4K +75 New
JWA
848
JFS Wealth Advisors
Pennsylvania
$12.2K – – –
SWM
849
Sugarloaf Wealth Management
Georgia
$11.7K – – –
AAG
850
Armstrong Advisory Group
Massachusetts
$11.5K – – –
32 33
34
35 36