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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
951
Montgomery Financial Services
Maryland
$17.8K +$17.2K +86 New
ETS
952
ESL Trust Services
New York
$16.7K – – –
MB
953
MidFirst Bank
Oklahoma
$16.5K – – –
SRCM
954
Signature Resources Capital Management
California
$16.5K – – –
LIA
955
Limestone Investment Advisors
New York
$16.5K +$16K +80 New
IWM
956
IMG Wealth Management
Florida
$16.1K +$1.4K +7 +10%
SGFG
957
Silver Grove Financial Group
New York
$15.9K +$11.2K +56 +267%
ITIM
958
Indiana Trust & Investment Management
Indiana
$15.5K -$23K -115 -61%
CB
959
Centennial Bank
Arkansas
$15.5K – – –
APFP
960
Action Point Financial Planning
Michigan
$15.4K +$15.6K +78 New
VWA
961
Valued Wealth Advisors
Utah
$15.4K +$401 +2 +3%
SHIM
962
Stone House Investment Management
Pennsylvania
$15.2K +$14.8K +74 New
CPG
963
Cornerstone Planning Group
New Jersey
$15.1K -$2K -10 -11%
NB
964
NBT Bank
New York
$15K – – –
NAMP
965
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$14.7K +$15K +75 New
PWA
966
Physician Wealth Advisors
Utah
$14K +$4.21K +21 +45%
TTIC
967
Tower Trust & Investment Company
Iowa
$12.8K +$12.4K +62 New
CT
968
Colonial Trust
South Carolina
$12.7K +$801 +4 +7%
CA
969
CoreCap Advisors
Michigan
$12.4K +$8.82K +44 +275%
TCOV
970
Trust Company of Vermont
Vermont
$12.4K +$12K +60 New
WETS
971
Wealth Enhancement Trust Services
South Dakota
$12.2K +$2.2K +11 +23%
WWM
972
Wolff Wiese Magana
California
$10.9K – – –
PWMG
973
Prestige Wealth Management Group
New Jersey
$10.7K – – –
TM
974
Torren Management
California
$10.5K – – –
MIM
975
Marshall Investment Management
Colorado
$10.4K – – –
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