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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
851
Avalon Trust
New Mexico
$7.72K +$7.12K +47 New
MWM
852
Mascoma Wealth Management
New Hampshire
$7.07K – – –
TSW
853
Thompson Siegel & Walmsley
Virginia
$7K – – –
HWM
854
HighMark Wealth Management
Minnesota
$6.9K – – –
CA
855
Clearstead Advisors
Ohio
$6.9K +$4.24K +28 +200%
PA
856
PSI Advisors
Florida
$5.75K – – –
MIM
857
Macroview Investment Management
Maryland
$4.93K -$7.72K -51 -63%
KFI
858
Key Financial Inc
Pennsylvania
$4.6K – – –
AAP
859
Arax Advisory Partners
Colorado
$4.53K -$4.24K -28 -50%
SIC
860
SJS Investment Consulting
Ohio
$4.27K +$454 +3 +13%
ADL
861
Asset Dedication LLC
California
$4K – – –
TFGT
862
TS Financial Group (TSFG)
Illinois
$4K – – –
JGIA
863
Jackson Grant Investment Advisers
Connecticut
$3.94K – – –
NC
864
NewSquare Capital
Pennsylvania
$3.94K – – –
RWM
865
Raffa Wealth Management
District of Columbia
$3.62K – – –
DIP
866
DT Investment Partners
Pennsylvania
$3.6K – – –
BIA
867
Bell Investment Advisors
California
$3.45K -$757 -5 -19%
GWMIA
868
Global Wealth Management Investment Advisory
Florida
$3.29K – – –
FFA
869
Frazier Financial Advisors
Ohio
$3.29K +$3.03K +20 New
VWA
870
Valued Wealth Advisors
Utah
$3.15K +$3.33K +22 New
FMP
871
Financial Management Professionals
Texas
$3K – – –
CBT
872
Central Bank & Trust
Kentucky
$2.79K – – –
EBA
873
Eagle Bay Advisors
New York
$2.63K +$606 +4 +33%
SAM
874
Smartleaf Asset Management
Massachusetts
$2.63K +$2.42K +16 New
CPG
875
Custom Portfolio Group
Colorado
$2.46K +$2.27K +15 New
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