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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
USB
926
Union Savings Bank
Connecticut
$30.9K – – –
IFWM
927
Institute for Wealth Management
Colorado
$28.6K +$27.9K +139 New
WIM
928
Westside Investment Management
California
$28.4K – – –
WBC
929
West Branch Capital
Massachusetts
$28K – – –
BIA
930
Bell Investment Advisors
California
$28K +$26.4K +132 +3,300%
ST
931
Smithfield Trust
Pennsylvania
$28K – – –
SIC
932
SJS Investment Consulting
Ohio
$27.8K +$10.6K +53 +65%
RRMM
933
Regatta Research & Money Management
Louisiana
$27.7K +$27K +135 New
ABWM
934
Alpine Bank Wealth Management
Colorado
$27.6K +$26.8K +134 New
GBT
935
Grove Bank & Trust
Florida
$27.4K – – –
TIM
936
Thompson Investment Management
Wisconsin
$25.8K – – –
FFO
937
Fortitude Family Office
Arizona
$23.9K – – –
GSEP
938
Golden State Equity Partners
California
$23.9K -$705K -3,520 -97%
JWA
939
JFS Wealth Advisors
Pennsylvania
$22.9K +$801 +4 +4%
LI
940
LRI Investments
Florida
$22.2K +$1.6K +8 +8%
SWA
941
SOA Wealth Advisors
New York
$22K – – –
TCM
942
Tradewinds Capital Management
Washington
$20.6K – – –
OCWP
943
Owl Creek Wealth Partners
Colorado
$20.4K +$9.02K +45 +83%
BWAM
944
Boyd Watterson Asset Management
Ohio
$20K – – –
EP
945
Essential Partners
California
$20K +$14.4K +72 +288%
CFSG
946
Community Financial Services Group
Vermont
$19.2K – – –
HFS
947
Hughes Financial Services
Virginia
$18.7K +$2K +10 +12%
EDRH
948
Edmond de Rothschild Holding
Switzerland
$18.3K +$17.8K +89 New
FP
949
Financial Perspectives
Minnesota
$18.1K – – –
PB
950
Pinnacle Bancorp
Nebraska
$18.1K – – –
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