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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
901
Tocqueville Asset Management
New York
– -$224K -1,342 Closed
EFSCE
902
Enterprise Financial Services Corp (EFSC)
Missouri
– -$221K -1,324 Closed
RCA
903
Resonant Capital Advisors
Wisconsin
– -$218K -1,304 Closed
HTC
904
Haverford Trust Company
Pennsylvania
– -$213K -1,274 Closed
SPC
905
Sigma Planning Corp
Michigan
– -$211K -1,262 Closed
SHFP
906
Second Half Financial Partners
Florida
– -$210K -1,258 Closed
CWM
907
Cabot Wealth Management
Massachusetts
– -$210K -1,254 Closed
OIA
908
OneDigital Investment Advisors
Kansas
– -$209K -1,250 Closed
WP
909
Westmount Partners
California
– -$208K -1,246 Closed
DCM
910
Driehaus Capital Management
Illinois
– -$207K -1,239 Closed
CL
911
Choreo LLC
Illinois
– -$206K -1,235 Closed
CW
912
CreativeOne Wealth
Kansas
– -$201K -1,203 Closed
CBNLCF
913
Cognios Beta Neutral Large Cap Fund
Kansas
– -$200K -1,200 Closed
SC
914
Savant Capital
Illinois
– -$200K -1,200 Closed
WPC
915
Waters Parkerson & Co
Louisiana
– -$200K -1,200 Closed
T
916
TOBAM
France
– -$171K -1,021 Closed
HIIFS
917
Harel Insurance Investments & Financial Services
Israel
– -$168K -1,018 Closed
CB
918
Centennial Bank
Arkansas
– -$167K -1,000 Closed
TAIM
919
TD Ameritrade Investment Management
Nebraska
– -$150K -899 Closed
FAM
920
Fred Alger Management
New York
– -$45.6K -273 Closed
EDRH
921
Edmond de Rothschild Holding
Switzerland
– -$40.3K -241 Closed
MG
922
Mather Group
Illinois
– -$36.8K -220 Closed
QL
923
Quarry LP
New York
– -$27.1K -162 Closed
SSG
924
Summit Securities Group
New York
– -$26K -158 Closed
GWSG
925
GPS Wealth Strategies Group
Colorado
– -$17K -102 Closed
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