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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
926
IMG Wealth Management
Florida
$13.9K +$14.6K +71 New
MAM
927
Meeder Asset Management
Ohio
$13.1K +$7.2K +35 +109%
AWM
928
Activest Wealth Management
Florida
$12.5K +$411 +2 +3%
CT
929
Colonial Trust
South Carolina
$11.3K +$5.55K +27 +87%
OCWP
930
Owl Creek Wealth Partners
Colorado
$10.6K +$11.1K +54 New
WWM
931
Wolff Wiese Magana
California
$10.3K – – –
PWMG
932
Prestige Wealth Management Group
New Jersey
$10.2K – – –
SIS
933
Sound Income Strategies
Florida
$10K -$2.26K -11 -17%
TM
934
Torren Management
California
$10K -$18.9K -92 -64%
MIM
935
Marshall Investment Management
Colorado
$9.8K +$10.3K +50 New
WETS
936
Wealth Enhancement Trust Services
South Dakota
$9.41K -$3.08K -15 -24%
PWA
937
Physician Wealth Advisors
Utah
$9.21K -$3.29K -16 -25%
KAS
938
Kemnay Advisory Services
New York
$9.02K +$9.46K +46 New
OAJ
939
Ogorek Anthony Joseph
New York
$9K – – –
AIM
940
Anchor Investment Management
South Carolina
$8.23K – – –
SIC
941
Salem Investment Counselors
North Carolina
$8.23K +$8.64K +42 New
WA
942
Whipplewood Advisors
Colorado
$8.23K +$8.64K +42 New
TGY2IT
943
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$8.04K +$8.43K +41 New
CCWM
944
Cassaday & Co Wealth Management
Virginia
$7.75K +$8.22K +40 New
RWM
945
Raffa Wealth Management
District of Columbia
$7.65K +$411 +2 +5%
MCM
946
Manchester Capital Management
Vermont
$7.45K – – –
SS
947
Sunbelt Securities
Texas
$7.25K – – –
WA
948
Westfuller Advisors
New York
$7.13K +$617 +3 +9%
JGCM
949
Joseph Group Capital Management
Ohio
$7.06K +$7.4K +36 New
FPF
950
First Pacific Financial
Washington
$6.97K +$206 +1 +3%
36 37
38
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