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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
826
Modera Wealth Management
New Jersey
$209K +$203K +1,015 New
PWW
827
Pettyjohn Wood & White
Virginia
$209K +$203K +1,014 New
BFS
828
Bradley Foster & Sargent
Connecticut
$207K +$201K +1,003 New
TCIIS
829
TIAA-CREF Individual & Institutional Services
New York
$206K -$2.4K -12 -1%
AFM
830
Armstrong Fleming & Moore
District of Columbia
$206K +$200K +1,000 New
AW
831
Apricus Wealth
South Carolina
$204K -$10.2K -51 -5%
AIP
832
Ameritas Investment Partners
Nebraska
$204K -$8.62K -43 -4%
PPC
833
Park Place Capital
Alabama
$204K +$162K +810 +453%
CWR
834
Chico Wealth RIA
California
$204K +$198K +989 New
PTC
835
Private Trust Company
Ohio
$203K +$54.5K +272 +38%
CIA
836
Capital Investment Advisors
Georgia
$202K +$196K +979 New
JTWM
837
Jackson Thornton Wealth Management
Alabama
$201K +$196K +976 New
TFG
838
Taylor Financial Group
Virginia
$201K +$195K +975 New
KIM
839
Kestra Investment Management
Texas
$201K +$195K +973 New
IRP
840
Investment Research Partners
Pennsylvania
$200K +$195K +972 New
HIA
841
Harbor Investment Advisory
Maryland
$193K -$12K -60 -6%
MA
842
Montag & Associates
Georgia
$193K – – –
MG
843
Mather Group
Illinois
$192K +$2.81K +14 +2%
FMII
844
Farmers & Merchants Investments Inc
Nebraska
$190K -$200 -1 -0.1%
RAM
845
Ramirez Asset Management
New York
$185K – – –
MHR
846
Matthew Hamilton Rosenberg
$171K +$35.9K +179 +28%
BCWM
847
Bartlett & Co Wealth Management
Ohio
$169K +$1.2K +6 +0.7%
SAM
848
S.A. Mason
Michigan
$155K – – –
MFT
849
Moisand Fitzgerald Tamayo
Florida
$150K – – –
B
850
Bayban
Minnesota
$143K – – –
32 33
34
35 36