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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
851
Bogart Wealth LLC
Virginia
$62.9K +$206 +1 +0.3%
SWM
852
SHP Wealth Management
Massachusetts
$62.8K +$823 +4 +1%
OL
853
OneFund LLC
Florida
$61.8K -$4.32K -21 -6%
DCM
854
Dorato Capital Management
Colorado
$58.7K – – –
TF
855
Tompkins Financial
New York
$58.6K – – –
BSB
856
Bangor Savings Bank
Maine
$58.2K – – –
CNBTD
857
Citizens National Bank Trust Department
Mississippi
$55.1K -$13.2K -64 -19%
FCT
858
First Community Trust
Iowa
$53.5K – – –
SS
859
SBI Securities
Japan
$53.1K -$4.32K -21 -7%
TCM
860
Triumph Capital Management
Colorado
$52.1K +$3.29K +16 +6%
WBC
861
Westpac Banking Corp
Australia
$51.6K – – –
PMFA
862
Plante Moran Financial Advisors
Michigan
$49.6K -$159K -771 -75%
EWP
863
Elevation Wealth Partners
California
$47.8K +$411 +2 +0.8%
CFB
864
Cullen/Frost Bankers
Texas
$45.3K -$148K -719 -76%
QWM
865
Quaker Wealth Management
New Jersey
$44.4K +$206 +1 +0.4%
CT
866
Coastline Trust
Rhode Island
$43.1K – – –
ZBNA
867
Zions Bancorporation, National Association
Utah
$41.6K +$3.29K +16 +8%
TFIPS
868
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.2K – – –
CFO
869
CVA Family Office
Colorado
$40K +$25.9K +126 +162%
RBI
870
Raiffeisen Bank International
Austria
$40K – – –
KB
871
Kimelman & Baird
New York
$39.2K – – –
PGAM
872
Princeton Global Asset Management
New Jersey
$39.2K – – –
ISWM
873
Intesa Sanpaolo Wealth Management
$37.4K -$67.7K -329 -63%
ITIM
874
Indiana Trust & Investment Management
Indiana
$37.2K -$15.4K -75 -28%
DSC
875
Duncker Streett & Co
Missouri
$36.5K – – –
33 34
35
36 37