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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
1551
DeDora Capital
California
$100K -$185K -3,939 -64%
IG
1552
Ithaka Group
Virginia
$100K -$37.7K -802 -26%
RWM
1553
Ritholtz Wealth Management
New York
$100K -$16.2K -344 -13%
MWPCG
1554
Measured Wealth Private Client Group
New Hampshire
$100K -$2.3K -49 -2%
RW
1555
REDW Wealth
New Mexico
$100K -$1.88K -40 -2%
DSA
1556
Droms Strauss Advisors
Missouri
$100K +$5.22K +111 +5%
PCS
1557
Personal CFO Solutions
New Jersey
$100K +$105K +2,242 New
ODCM
1558
Old Dominion Capital Management
Virginia
$100K +$106K +2,247 New
BO
1559
Bank OZK
Arkansas
$99K -$48.2K -1,026 -32%
HT
1560
Heritage Trust
Oklahoma
$99K -$37.8K -805 -27%
LWM
1561
Liberty Wealth Management
California
$99K -$22.8K -486 -18%
IWA
1562
Intercontinental Wealth Advisors
Texas
$99K -$20.7K -441 -17%
MA
1563
Montag & Associates
Georgia
$99K -$7.05K -150 -6%
SLT
1564
St Louis Trust
Missouri
$99K – – –
VWM
1565
Valley Wealth Managers
New Jersey
$99K +$104K +2,218 New
FFS
1566
Founders Financial Securities
Maryland
$98K +$103K +2,199 New
BBNA
1567
Bremer Bank National Association
Minnesota
$97K -$30.2K -643 -23%
TPWA
1568
TRUE Private Wealth Advisors
Oregon
$97K -$4.89K -104 -5%
RCM
1569
RNC Capital Management
California
$97K -$564 -12 -0.5%
HR
1570
Hardy Reed
Mississippi
$97K – – –
LI
1571
Lafayette Investments
Maryland
$97K +$47 +1 +0%
CCG
1572
Cypress Capital Group
Florida
$95K -$265K -5,648 -73%
BDF
1573
Balasa Dinverno & Foltz
$95K -$236K -5,021 -70%
HFA
1574
High Falls Advisors
New York
$95K -$6.01K -128 -6%
NME
1575
Notis-McConarty Edward
$95K -$1.97K -42 -2%
61 62
63
64 65