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DGX

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
901
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.6K +$174 +1 +2%
BCM
902
Boreal Capital Management
Florida
$11.1K +$10.8K +62 New
TCM
903
TD Capital Management
Tennessee
$11.1K +$10.8K +62 New
PWMG
904
Private Wealth Management Group
New Jersey
$10.6K -$521 -3 -5%
PWMG
905
Prestige Wealth Management Group
New Jersey
$10.1K – – –
RAM
906
Riggs Asset Management
Pennsylvania
$10.1K +$1.04K +6 +12%
FMP
907
Financial Management Professionals
Texas
$9.88K – – –
AAG
908
Armstrong Advisory Group
Massachusetts
$9.7K – – –
TF
909
Tompkins Financial
New York
$9.52K – – –
RF
910
Roxbury Financial
New Jersey
$9.27K +$174 +1 +2%
HCM
911
Hollencrest Capital Management
California
$8.98K – – –
HFS
912
Hopwood Financial Services
Virginia
$8.98K – – –
MSWM
913
Mowery & Schoenfeld Wealth Management
Illinois
$8.98K – – –
OC
914
Oakworth Capital
Alabama
$8.98K – – –
GC
915
GFG Capital
Florida
$8.8K +$8.51K +49 New
LWCFA
916
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.62K – – –
SS
917
Sunbelt Securities
Texas
$8.6K +$9.9K +57 New
SVCP
918
Silicon Valley Capital Partners
California
$8.29K – – –
PMFA
919
Plante Moran Financial Advisors
Michigan
$8.26K – – –
BCWM
920
Bartlett & Co Wealth Management
Ohio
$8.26K +$174 +1 +2%
FFO
921
Fortitude Family Office
Arizona
$8.26K +$2.78K +16 +53%
BCM
922
Blume Capital Management
California
$8.08K +$7.47K +43 +2,150%
CPG
923
Cornerstone Planning Group
New Jersey
$7.81K +$868 +5 +13%
DJSG
924
D.J. St. Germain
Massachusetts
$7.37K -$5.91K -34 -45%
ACM
925
Anfield Capital Management
California
$7.18K – – –
35 36
37
38 39