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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
851
Prestige Wealth Management Group
New Jersey
$4.1K -$5.87K -40 -60%
IA
852
IFP Advisors
Florida
$3.98K -$37.7K -257 -83%
BCPWM
853
Bradley & Co Private Wealth Management
Florida
$3.5K – – –
WIM
854
Westside Investment Management
California
$3.34K – – –
EWA
855
EverSource Wealth Advisors
Alabama
$3.34K +$294 +2 +10%
SIC
856
SJS Investment Consulting
Ohio
$3.34K +$294 +2 +10%
BWM
857
Baystate Wealth Management
Massachusetts
$3.31K – – –
HCM
858
Hollencrest Capital Management
California
$3.04K – – –
DI
859
Disciplined Investments
Oklahoma
$2.89K +$294 +2 +12%
TAM
860
Tucker Asset Management
Colorado
$2.58K +$2.5K +17 New
BWS
861
Buck Wealth Strategies
Colorado
$2.53K +$2.5K +17 New
WWM
862
Wolff Wiese Magana
California
$2.13K – – –
CAL
863
Capital Advisors Ltd
Ohio
$2K – – –
TFGT
864
TS Financial Group (TSFG)
Illinois
$2K – – –
BWAM
865
Boyd Watterson Asset Management
Ohio
$1.82K – – –
EBA
866
Eagle Bay Advisors
New York
$1.82K – – –
CTA
867
Colonial Trust Advisors
South Carolina
$1.52K – – –
AWM
868
Abound Wealth Management
Tennessee
$1.37K – – –
CBT
869
Central Bank & Trust
Kentucky
$1.22K +$1.17K +8 New
VCM
870
Versant Capital Management
Arizona
$1.21K – – –
MFT
871
Moisand Fitzgerald Tamayo
Florida
$912 – – –
HWP
872
Highline Wealth Partners
California
$760 +$294 +2 +67%
CAC
873
Core Alternative Capital
Georgia
$760 +$734 +5 New
TFA
874
Toth Financial Advisory
Virginia
$760 +$734 +5 New
CWC
875
Carolinas Wealth Consulting
North Carolina
$608 -$2.94K -20 -83%
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