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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
876
J. Safra Asset Management
New York
$2.46K +$2.27K +15 New
TCM
877
TD Capital Management
Tennessee
$2.46K – – –
S
878
Sachetta
Massachusetts
$2.3K +$2.12K +14 New
VAG
879
VisionPoint Advisory Group
Texas
$2.14K -$1.06K -7 -35%
LF
880
Lee Financial
Texas
$2.14K – – –
BWM
881
Baystate Wealth Management
Massachusetts
$2.06K +$151 +1 +9%
IPW
882
Impact Partnership Wealth
Georgia
$1.97K -$241K -1,592 -99%
VCM
883
Versant Capital Management
Arizona
$1.97K -$303 -2 -14%
DPW
884
DiNuzzo Private Wealth
Pennsylvania
$1.97K +$1.82K +12 New
PCMC
885
Planning Capital Management Corporation
Pennsylvania
$1.81K +$1.67K +11 New
CWC
886
Carolinas Wealth Consulting
North Carolina
$1.81K +$757 +5 +83%
WWM
887
Wolff Wiese Magana
California
$1.79K – – –
SIS
888
Sound Income Strategies
Florida
$1.7K – – –
CTA
889
Colonial Trust Advisors
South Carolina
$1.64K – – –
CFO
890
CVA Family Office
Colorado
$1.64K +$1.51K +10 New
JWM
891
Janiczek Wealth Management
Colorado
$1.48K +$303 +2 +29%
PIM
892
Plato Investment Management
Australia
$1.48K +$1.36K +9 New
DF
893
Dunhill Financial
United Kingdom
$1.34K +$1.21K +8 New
NSIM
894
North Star Investment Management
Illinois
$1.31K – – –
ACA
895
Atlas Capital Advisors
Wyoming
$1.15K – – –
CAL
896
Capital Advisors Ltd
Ohio
$1K – – –
MFA
897
McClarren Financial Advisors
Pennsylvania
$1K – – –
JFGIW
898
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$986 +$908 +6 New
CPA
899
Clear Point Advisors
New York
$879 +$757 +5 New
CAM
900
ClariVest Asset Management
California
$493 – – –
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