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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
851
Zions Bancorporation
Utah
$20K – – –
TIM
852
Tortoise Investment Management
New York
$19.7K +$168 +1 +1%
WWP
853
WR Wealth Planners
Missouri
$19.2K -$16.9K -101 -50%
HWM
854
Hemington Wealth Management
Virginia
$19K +$1.68K +10 +11%
LI
855
LRI Investments
Florida
$18.7K – – –
TCM
856
Tradewinds Capital Management
Washington
$18.7K – – –
WIM
857
Westside Investment Management
California
$18.7K – – –
QC
858
Quent Capital
New York
$18.1K +$168 +1 +1%
FP
859
Financial Perspectives
Minnesota
$16.4K – – –
MCM
860
Manchester Capital Management
Vermont
$15.7K -$335 -2 -2%
JWA
861
JFS Wealth Advisors
Pennsylvania
$14K – – –
BLC
862
Brown, Lisle/Cummings
Rhode Island
$14K +$12.6K +75 New
SIS
863
Sound Income Strategies
Florida
$13.9K -$1.17K -7 -9%
GA
864
GoalVest Advisory
New York
$13.8K – – –
AF
865
Advisornet Financial
Minnesota
$13.6K -$12.9K -77 -51%
VWA
866
Valued Wealth Advisors
Utah
$13.1K +$2.85K +17 +32%
AAG
867
Armstrong Advisory Group
Massachusetts
$13.1K – – –
SWM
868
Sugarloaf Wealth Management
Georgia
$13.1K – – –
GKIM
869
GW&K Investment Management
Massachusetts
$13K – – –
OP
870
ORG Partners
Indiana
$12.9K – – –
NB
871
NBT Bank
New York
$12.7K – – –
CA
872
Clearstead Advisors
Ohio
$11.6K -$5.03K -30 -33%
SRCM
873
Signature Resources Capital Management
California
$11.6K – – –
CPG
874
Cornerstone Planning Group
New Jersey
$11.2K -$168 -1 -2%
CA
875
CoreCap Advisors
Michigan
$10.5K -$10.6K -63 -53%
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