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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
901
North Star Investment Management
Illinois
$4.85K +$4.36K +26 New
ADL
902
Asset Dedication LLC
California
$4.67K – – –
MAS
903
MPWM Advisory Solutions
Georgia
$4.67K +$4.19K +25 New
JGIA
904
Jackson Grant Investment Advisers
Connecticut
$4.48K – – –
DIP
905
DT Investment Partners
Pennsylvania
$4.11K – – –
DWM
906
Darwin Wealth Management
Florida
$4.11K – – –
MMCM
907
Murphy & Mullick Capital Management
New York
$3.92K +$3.52K +21 New
FMP
908
Financial Management Professionals
Texas
$3.73K – – –
HCM
909
Hollencrest Capital Management
California
$3.73K – – –
BWM
910
Bernard Wealth Management
Michigan
$3.73K +$3.35K +20 New
DPW
911
DiNuzzo Private Wealth
Pennsylvania
$3.55K – – –
SIC
912
SJS Investment Consulting
Ohio
$3.36K -$1.01K -6 -25%
MSWM
913
Mowery & Schoenfeld Wealth Management
Illinois
$3.36K +$3.02K +18 New
MA
914
Modus Advisors
Minnesota
$3.17K +$2.85K +17 New
YP
915
YANKCOM Partnership
South Dakota
$3.17K +$2.85K +17 New
CAL
916
Capital Advisors Ltd
Ohio
$3K – – –
RWM
917
Raffa Wealth Management
District of Columbia
$2.99K -$1.01K -6 -27%
AWM
918
Activest Wealth Management
Florida
$2.99K +$168 +1 +7%
RPA
919
Redwood Park Advisors
California
$2.8K +$2.52K +15 New
RCM
920
Raleigh Capital Management
North Carolina
$2.8K +$168 +1 +7%
KFGG
921
Keystone Financial Group (Georgia)
Georgia
$2.8K +$2.52K +15 New
S
922
Sachetta
Massachusetts
$2.61K – – –
EBA
923
Eagle Bay Advisors
New York
$2.43K -$503 -3 -19%
CIAS
924
CBIZ Investment Advisory Services
Ohio
$2.24K +$2.01K +12 New
NC
925
NewSquare Capital
Pennsylvania
$2.05K +$1.84K +11 New
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