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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
726
Savior LLC
Massachusetts
$21K – – –
AWM
727
Accel Wealth Management
Iowa
$21K +$19.5K +164 New
EIM
728
Essex Investment Management
Massachusetts
$20K – – –
HWA
729
HHM Wealth Advisors
Tennessee
$20K – – –
TFO
730
Tarbox Family Office
California
$20K – – –
JGIA
731
Jackson Grant Investment Advisers
Connecticut
$19K – – –
HFA
732
HC Financial Advisors
California
$18K – – –
AWA
733
Arkadios Wealth Advisors
Georgia
$17K +$119 +1 +0.7%
WTC
734
WhitTier Trust Company
Nevada
$17K +$9.62K +81 +145%
ICP
735
Interchange Capital Partners
Pennsylvania
$16K +$15.1K +127 New
FFC
736
First Financial Corp
Indiana
$15K -$10.9K -92 -43%
PFBT
737
Parkside Financial Bank & Trust
Missouri
$15K -$119 -1 -0.9%
NSIM
738
North Star Investment Management
Illinois
$15K +$119 +1 +0.9%
CDIA
739
Capital Directions Investment Advisors
Georgia
$14K – – –
RG
740
Retirement Group
California
$14K – – –
AWG
741
Altus Wealth Group
Colorado
$14K +$13.1K +110 New
SWA
742
Sutton Wealth Advisors
Florida
$13.3K +$1.07K +9 +9%
ONST
743
Old North State Trust
North Carolina
$13K -$9.98K -84 -46%
COCM
744
Charter Oak Capital Management
New Hampshire
$13K +$11.9K +100 New
LS
745
Leelyn Smith
Illinois
$13K +$11.9K +100 New
POIA
746
Pin Oak Investment Advisors
Texas
$13K +$12K +101 New
VFA
747
Valeo Financial Advisors
Indiana
$12K -$22.6K -190 -66%
ZB
748
Zions Bancorporation
Utah
$12K – – –
DAC
749
Dividend Assets Capital
South Carolina
$12K +$11.8K +99 New
BWP
750
Baldwin Wealth Partners
Massachusetts
$11K – – –
28 29
30
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