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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1926
PDS Planning
Ohio
– -$243K -3,864 Closed
TWM
1927
Trueblood Wealth Management
Ohio
– -$242K -3,855 Closed
SWA
1928
Stratos Wealth Advisors
Ohio
– -$240K -3,816 Closed
KA
1929
Klingman & Associates
New York
– -$239K -3,798 Closed
AI
1930
AXS Investments
New York
– -$238K -3,788 Closed
MM
1931
MQS Management
New York
– -$237K -3,763 Closed
HB
1932
HTLF Bank
Colorado
– -$235K -3,736 Closed
ICMM
1933
Integrated Capital Management (Michigan)
Michigan
– -$234K -3,723 Closed
IDBONY
1934
Israel Discount Bank of New York
New York
– -$232K -3,696 Closed
ABLA
1935
Alan B. Lancz & Associates
Ohio
– -$232K -3,685 Closed
NA
1936
Navellier & Associates
Nevada
– -$231K -3,675 Closed
WF
1937
WoodTrust Financial
Wisconsin
– -$231K -3,667 Closed
NL
1938
NWAM LLC
Washington
– -$230K -3,655 Closed
AFA
1939
AA Financial Advisors
Ohio
– -$229K -3,636 Closed
MAM
1940
Marquette Asset Management
Minnesota
– -$228K -3,630 Closed
NP
1941
Nilsine Partners
Colorado
– -$226K -3,587 Closed
PPP
1942
Private Portfolio Partners
New Jersey
– -$225K -3,581 Closed
RPWA
1943
Regent Peak Wealth Advisors
Georgia
– -$224K -3,556 Closed
GPWA
1944
Great Point Wealth Advisors
Massachusetts
– -$222K -3,536 Closed
RWM
1945
Ritholtz Wealth Management
New York
– -$221K -3,507 Closed
AIM
1946
Avity Investment Management
Connecticut
– -$220K -3,501 Closed
WCM
1947
WealthBridge Capital Management
Ohio
– -$220K -3,496 Closed
BW
1948
Bison Wealth
Georgia
– -$220K -3,493 Closed
CCFM
1949
Clear Creek Financial Management
Washington
– -$219K -3,479 Closed
MWC
1950
MBM Wealth Consultants
Missouri
– -$218K -3,469 Closed
76 77
78
79 80