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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
826
ORG Partners
Indiana
$10.1K +$10.3K +68 New
TSMHT
827
Thurston Springer Miller Herd & Titak
Indiana
$9.98K +$10K +66 New
IWA
828
IBEX Wealth Advisors
New Jersey
$9.46K -$755K -4,962 -99%
SRCM
829
Signature Resources Capital Management
California
$9.38K – – –
BSB
830
Bangor Savings Bank
Maine
$9.08K – – –
LIA
831
Lynx Investment Advisory
District of Columbia
$8.35K +$8.37K +55 New
RWM
832
Ruedi Wealth Management
Illinois
$8.02K +$8.06K +53 New
PWMG
833
Prestige Wealth Management Group
New Jersey
$7.87K – – –
FW
834
Fairway Wealth
Ohio
$7.57K +$7.61K +50 New
PFA
835
Pathway Financial Advisers
Indiana
$7.42K – – –
QL
836
Quarry LP
New York
$7.26K -$8.83K -58 -55%
BCMLT
837
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.11K +$7.15K +47 New
MIFH
838
Migdal Insurance & Financial Holdings
Israel
$7K +$6.85K +45 New
MWM
839
Mascoma Wealth Management
New Hampshire
$6.51K – – –
AIM
840
Anchor Investment Management
South Carolina
$6.36K -$1.83K -12 -22%
SIS
841
Sound Income Strategies
Florida
$6.28K +$152 +1 +2%
RWMG
842
Redwood Wealth Management Group
New Jersey
$6.2K +$6.24K +41 New
UWS
843
Unique Wealth Strategies
Illinois
$6.02K +$5.48K +36 New
OWA
844
Opal Wealth Advisors
New York
$5.45K +$5.48K +36 New
PA
845
PSI Advisors
Florida
$5.3K – – –
AAP
846
Arax Advisory Partners
Colorado
$5.09K +$913 +6 +21%
SFCL
847
Strengthening Families & Communities LLC
Massachusetts
$5K +$5.17K +34 New
S
848
Sachetta
Massachusetts
$4.59K +$2.59K +17 +121%
TFF
849
The Family Firm
Maryland
$4.48K +$4.57K +30 New
KFI
850
Key Financial Inc
Pennsylvania
$4.24K – – –
32 33
34
35 36