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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
AM
876
Atwater Malick
Pennsylvania
$224K +$218K +999 New
SCM
877
Stevens Capital Management
Pennsylvania
$223K +$217K +995 New
SAG
878
SageView Advisory Group
California
$222K -$5.01K -23 -2%
FAG
879
Fortitude Advisory Group
Washington
$222K +$216K +990 New
SCM
880
SCS Capital Management
Massachusetts
$222K – – –
GFP
881
Gryphon Financial Partners
Ohio
$221K +$215K +986 New
WS
882
Wedbush Securities
California
$221K -$17.9K -82 -8%
OCPWS
883
One Charles Private Wealth Services
Massachusetts
$221K -$1.74K -8 -0.8%
CWP
884
Curated Wealth Partners
California
$220K +$2.4K +11 +1%
BAM
885
Blueshift Asset Management
New Jersey
$219K +$213K +978 New
HCM
886
Howard Capital Management
Georgia
$217K +$211K +967 New
TCM
887
Traynor Capital Management
Pennsylvania
$217K +$210K +966 New
MAM
888
MWA Asset Management
Massachusetts
$215K +$209K +958 New
QFW
889
QTR Family Wealth
Florida
$213K – – –
KWA
890
Kingswood Wealth Advisors
California
$211K -$6.54K -30 -3%
PGWM
891
Parisi Gray Wealth Management
New Jersey
$209K +$204K +934 New
RZH
892
Relyea Zuckerberg Hanson
Connecticut
$209K +$203K +933 New
SLI
893
Sumitomo Life Insurance
Japan
$209K -$654 -3 -0.3%
WTC
894
WhitTier Trust Company
Nevada
$208K +$1.09K +5 +0.5%
BW
895
BXM Wealth
Colorado
$207K +$202K +925 New
IP
896
Isthmus Partners
Wisconsin
$207K +$201K +922 New
EHAM
897
Eagle Harbor Asset Management
Washington
$206K +$200K +920 New
4WM
898
4J Wealth Management
Virginia
$206K +$200K +917 New
ACM
899
Advisors Capital Management
New Jersey
$206K +$200K +917 New
CWM
900
Chesapeake Wealth Management
Virginia
$204K +$198K +909 New
34 35
36
37 38