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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
876
Claret Asset Management
Quebec, Canada
$226K -$52.3K -240 -19%
AW
877
Apricus Wealth
South Carolina
$224K – – –
EMB
878
Elefante Mark B
$224K – – –
RCG
879
Regatta Capital Group
California
$224K – – –
RMP
880
Richards, Merrill & Peterson
Washington
$224K – – –
AM
881
Atwater Malick
Pennsylvania
$224K +$218K +999 New
SCM
882
Stevens Capital Management
Pennsylvania
$223K +$217K +995 New
SAG
883
SageView Advisory Group
California
$222K -$5.01K -23 -2%
FAG
884
Fortitude Advisory Group
Washington
$222K +$216K +990 New
SCM
885
SCS Capital Management
Massachusetts
$222K – – –
GFP
886
Gryphon Financial Partners
Ohio
$221K +$215K +986 New
WS
887
Wedbush Securities
California
$221K -$17.9K -82 -8%
OCPWS
888
One Charles Private Wealth Services
Massachusetts
$221K -$1.74K -8 -0.8%
CWP
889
Curated Wealth Partners
California
$220K +$2.4K +11 +1%
BAM
890
Blueshift Asset Management
New Jersey
$219K +$213K +978 New
HCM
891
Howard Capital Management
Georgia
$217K +$211K +967 New
TCM
892
Traynor Capital Management
Pennsylvania
$217K +$210K +966 New
MAM
893
MWA Asset Management
Massachusetts
$215K +$209K +958 New
QFW
894
QTR Family Wealth
Florida
$213K – – –
KWA
895
Kingswood Wealth Advisors
California
$211K -$6.54K -30 -3%
PGWM
896
Parisi Gray Wealth Management
New Jersey
$209K +$204K +934 New
RZH
897
Relyea Zuckerberg Hanson
Connecticut
$209K +$203K +933 New
SLI
898
Sumitomo Life Insurance
Japan
$209K -$654 -3 -0.3%
WTC
899
WhitTier Trust Company
Nevada
$208K +$1.09K +5 +0.5%
BW
900
BXM Wealth
Colorado
$207K +$202K +925 New
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