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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCIIS
826
TIAA-CREF Individual & Institutional Services
New York
$206K -$2.4K -12 -1%
AFM
827
Armstrong Fleming & Moore
District of Columbia
$206K +$200K +1,000 New
AW
828
Apricus Wealth
South Carolina
$204K -$10.2K -51 -5%
AIP
829
Ameritas Investment Partners
Nebraska
$204K -$8.62K -43 -4%
PPC
830
Park Place Capital
Alabama
$204K +$162K +810 +453%
CWR
831
Chico Wealth RIA
California
$204K +$198K +989 New
PTC
832
Private Trust Company
Ohio
$203K +$54.5K +272 +38%
CIA
833
Capital Investment Advisors
Georgia
$202K +$196K +979 New
JTWM
834
Jackson Thornton Wealth Management
Alabama
$201K +$196K +976 New
TFG
835
Taylor Financial Group
Virginia
$201K +$195K +975 New
KIM
836
Kestra Investment Management
Texas
$201K +$195K +973 New
IRP
837
Investment Research Partners
Pennsylvania
$200K +$195K +972 New
HIA
838
Harbor Investment Advisory
Maryland
$193K -$12K -60 -6%
MA
839
Montag & Associates
Georgia
$193K – – –
MG
840
Mather Group
Illinois
$192K +$2.81K +14 +2%
FMII
841
Farmers & Merchants Investments Inc
Nebraska
$190K -$200 -1 -0.1%
RAM
842
Ramirez Asset Management
New York
$185K – – –
MHR
843
Matthew Hamilton Rosenberg
$171K +$35.9K +179 +28%
BCWM
844
Bartlett & Co Wealth Management
Ohio
$169K +$1.2K +6 +0.7%
SAM
845
S.A. Mason
Michigan
$155K – – –
MFT
846
Moisand Fitzgerald Tamayo
Florida
$150K – – –
B
847
Bayban
Minnesota
$143K – – –
PWPS
848
Pinnacle Wealth Planning Services
Ohio
$141K +$401 +2 +0.3%
CAM
849
Costello Asset Management
Pennsylvania
$138K +$200 +1 +0.1%
SWM
850
Spire Wealth Management
Virginia
$136K -$6.21K -31 -4%
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