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Name Holding Trade Value Shares
Change 		Change in
Stake
IG
1551
Ithaka Group
Virginia
$100K -$37.7K -802 -26%
RWM
1552
Ritholtz Wealth Management
New York
$100K -$16.2K -344 -13%
MWPCG
1553
Measured Wealth Private Client Group
New Hampshire
$100K -$2.3K -49 -2%
RW
1554
REDW Wealth
New Mexico
$100K -$1.88K -40 -2%
DSA
1555
Droms Strauss Advisors
Missouri
$100K +$5.22K +111 +5%
PCS
1556
Personal CFO Solutions
New Jersey
$100K +$105K +2,242 New
ODCM
1557
Old Dominion Capital Management
Virginia
$100K +$106K +2,247 New
BO
1558
Bank OZK
Arkansas
$99K -$48.2K -1,026 -32%
HT
1559
Heritage Trust
Oklahoma
$99K -$37.8K -805 -27%
LWM
1560
Liberty Wealth Management
California
$99K -$22.8K -486 -18%
IWA
1561
Intercontinental Wealth Advisors
Texas
$99K -$20.7K -441 -17%
MA
1562
Montag & Associates
Georgia
$99K -$7.05K -150 -6%
SLT
1563
St Louis Trust
Missouri
$99K – – –
VWM
1564
Valley Wealth Managers
New Jersey
$99K +$104K +2,218 New
FFS
1565
Founders Financial Securities
Maryland
$98K +$103K +2,199 New
BBNA
1566
Bremer Bank National Association
Minnesota
$97K -$30.2K -643 -23%
TPWA
1567
TRUE Private Wealth Advisors
Oregon
$97K -$4.89K -104 -5%
RCM
1568
RNC Capital Management
California
$97K -$564 -12 -0.5%
HR
1569
Hardy Reed
Mississippi
$97K – – –
LI
1570
Lafayette Investments
Maryland
$97K +$47 +1 +0%
CCG
1571
Cypress Capital Group
Florida
$95K -$265K -5,648 -73%
BDF
1572
Balasa Dinverno & Foltz
$95K -$236K -5,021 -70%
HFA
1573
High Falls Advisors
New York
$95K -$6.01K -128 -6%
NME
1574
Notis-McConarty Edward
$95K -$1.97K -42 -2%
IAS
1575
IMA Advisory Services
Colorado
$95K – – –
61 62
63
64 65