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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
851
CVA Family Office
Colorado
$4.61K +$4.2K +30 New
LWANC
852
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.31K – – –
PWMG
853
Prestige Wealth Management Group
New Jersey
$4.15K – – –
BCPWM
854
Bradley & Co Private Wealth Management
Florida
$3.54K – – –
S
855
Sachetta
Massachusetts
$3.54K +$3.22K +23 New
BWM
856
Baystate Wealth Management
Massachusetts
$3.39K +$140 +1 +5%
WIM
857
Westside Investment Management
California
$3.38K – – –
CAS
858
Coppell Advisory Solutions
Texas
$3.23K +$2.94K +21 New
HCM
859
Hollencrest Capital Management
California
$3.08K – – –
AFG
860
Albion Financial Group
Utah
$2.92K +$2.66K +19 New
SIC
861
SJS Investment Consulting
Ohio
$2.77K -$420 -3 -14%
AWM
862
Abound Wealth Management
Tennessee
$2.16K -$420 -3 -18%
WWM
863
Wolff Wiese Magana
California
$2.15K – – –
VWM
864
Venturi Wealth Management
Texas
$2.15K +$280 +2 +17%
DPW
865
DiNuzzo Private Wealth
Pennsylvania
$2.15K +$1.96K +14 New
VCM
866
Versant Capital Management
Arizona
$2.15K +$841 +6 +75%
CAL
867
Capital Advisors Ltd
Ohio
$2K – – –
BWAM
868
Boyd Watterson Asset Management
Ohio
$1.85K – – –
EBA
869
Eagle Bay Advisors
New York
$1.85K – – –
DF
870
Dunhill Financial
United Kingdom
$1.6K +$1.4K +10 New
CTA
871
Colonial Trust Advisors
South Carolina
$1.54K – – –
NCM
872
Northwest Capital Management
Oregon
$1.54K – – –
FBC
873
Fairfield, Bush & Co
Connecticut
$1.38K +$1.26K +9 New
PWA
874
Provenance Wealth Advisors
Florida
$1.23K +$140 +1 +14%
PWMG
875
Private Wealth Management Group
New Jersey
$1.08K +$981 +7 New
33 34
35
36 37