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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
801
Trifecta Capital Advisors
Illinois
$15.4K – – –
VWM
802
Valley Wealth Managers
New Jersey
$15.4K – – –
ACA
803
American Capital Advisory
Idaho
$15.4K +$14K +100 New
TCWA
804
Turtle Creek Wealth Advisors
Texas
$13.8K +$12.6K +90 New
SC
805
Stephens Consulting
Michigan
$13.4K -$3.5K -25 -22%
JFA
806
JNBA Financial Advisors
Minnesota
$13.2K – – –
RS
807
Rakuten Securities
Japan
$12.9K +$11.8K +84 New
JWA
808
JFS Wealth Advisors
Pennsylvania
$12.5K +$1.68K +12 +17%
CPG
809
Cornerstone Planning Group
New Jersey
$11.5K – – –
TCG
810
Transcendent Capital Group
Oklahoma
$11.5K +$10.5K +75 New
SIS
811
Sound Income Strategies
Florida
$11.1K – – –
GKIM
812
GW&K Investment Management
Massachusetts
$11K +$981 +7 +11%
KFI
813
Key Financial Inc
Pennsylvania
$10.9K – – –
MA
814
MCF Advisors
Kentucky
$10.9K – – –
EWM
815
Evermay Wealth Management
Virginia
$10.3K +$280 +2 +3%
BIA
816
Bell Investment Advisors
California
$10.2K -$560 -4 -6%
WAS
817
Winch Advisory Services
Wisconsin
$10.1K +$140 +1 +2%
VNA
818
Valley National Advisers
Pennsylvania
$10K -$701 -5 -7%
TWM
819
Tradition Wealth Management
Minnesota
$10K -$140 -1 -2%
PGAM
820
Princeton Global Asset Management
New Jersey
$9.81K – – –
PCMC
821
Planning Capital Management Corporation
Pennsylvania
$9.54K +$8.69K +62 New
DAM
822
Delta Asset Management
Tennessee
$9.29K – – –
N
823
Natixis
France
$9.23K +$8.41K +60 New
DAC
824
Dividend Assets Capital
South Carolina
$9K -$3.36K -24 -29%
JWM
825
Janiczek Wealth Management
Colorado
$8.46K – – –
31 32
33
34 35