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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
676
Penserra Capital Management
California
$9K -$20.7K -216 -71%
MCM
677
MV Capital Management
Maryland
$9K -$2.49K -26 -22%
BWP
678
Baldwin Wealth Partners
Massachusetts
$9K – – –
PFBT
679
Parkside Financial Bank & Trust
Missouri
$9K – – –
PFO
680
Pathstone Family Office
New Jersey
$8K – – –
GI
681
Gradient Investments
Minnesota
$8K +$1.63K +17 +27%
TFS
682
TrustCore Financial Services
Tennessee
$8K +$3.84K +40 +91%
RA
683
Rational Advisors
New York
$7K -$20K -208 -73%
CB
684
Community Bank
New York
$7K – – –
EFSCE
685
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
KTC
686
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
GWS
687
Glassman Wealth Services
Virginia
$7K +$1.44K +15 +26%
SWA
688
Sutton Wealth Advisors
Florida
$6.27K – – –
GRP
689
Global Retirement Partners
California
$6K – – –
SFSIG
690
San Francisco Sentry Investment Group
California
$6K – – –
WAS
691
Winch Advisory Services
Wisconsin
$6K – – –
NCM
692
Nelson Capital Management
California
$4K – – –
HR
693
Howe & Rusling
New York
$4K +$192 +2 +5%
SB
694
Strategic Blueprint
Georgia
$4K +$4.22K +44 New
NIC
695
Northwest Investment Counselors
Oregon
$3K +$2.88K +30 New
GWAG
696
Garrett Wealth Advisory Group
Texas
$2.49K +$2.4K +25 New
WPA
697
West Paces Advisors
Georgia
$2.39K – – –
GWMIA
698
Global Wealth Management Investment Advisory
Florida
$2K -$10.7K -112 -82%
BWM
699
Baystate Wealth Management
Massachusetts
$2K +$96 +1 +5%
RWM
700
Raffa Wealth Management
District of Columbia
$1.29K +$1.25K +13 New
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