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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCC
776
Foster Dykema Cabot & Co
Massachusetts
$30K +$28.6K +195 New
GEA
777
Glen Eagle Advisors
New Jersey
$29.2K – – –
M
778
MOTCO
Texas
$28.3K – – –
BA
779
Bellwether Advisors
Nebraska
$28K – – –
GG
780
Gleason Group
Kentucky
$27.3K – – –
MWM
781
Mascoma Wealth Management
New Hampshire
$26.7K – – –
JGIA
782
Jackson Grant Investment Advisers
Connecticut
$25.7K +$2.64K +18 +12%
FWM
783
Focused Wealth Management
New York
$25.5K – – –
PCM
784
Pointe Capital Management
Michigan
$25.4K +$24.5K +167 New
FCT
785
First Community Trust
Iowa
$24.8K – – –
EI
786
Ellevest Inc
New York
$24.5K -$2.79K -19 -11%
RFA
787
Resurgent Financial Advisors
Georgia
$23.6K -$587 -4 -3%
VCM
788
Vigilant Capital Management
Maine
$23K – – –
LCM
789
Logan Capital Management
Pennsylvania
$22.8K – – –
NSIM
790
North Star Investment Management
Illinois
$19.4K – – –
SC
791
Stephens Consulting
Michigan
$19.3K – – –
C
792
Covestor
United Kingdom
$19K -$60.6K -413 -76%
RG
793
Retirement Group
California
$18K +$147 +1 +0.8%
WIM
794
WealthPlan Investment Management
Nebraska
$16.7K +$16.1K +110 New
ZB
795
Zions Bancorporation
Utah
$16.4K -$1.47K -10 -8%
SWA
796
Sutton Wealth Advisors
Florida
$16.1K – – –
GM
797
GeoWealth Management
Illinois
$16K -$3.08K -21 -17%
GFWA
798
Grey Fox Wealth Advisors
Delaware
$15.3K +$734 +5 +5%
VWM
799
Valley Wealth Managers
New Jersey
$15.2K -$6.31K -43 -30%
FMB
800
Field & Main Bank
Kentucky
$15.2K -$3.67K -25 -20%
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