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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
901
Westside Investment Management
California
$37.9K +$20.5K +114 +100%
BAM
902
Bellevue Asset Management
Washington
$37.2K – – –
HWM
903
Hemington Wealth Management
Virginia
$36K -$897 -5 -2%
CAM
904
Costello Asset Management
Pennsylvania
$33.4K – – –
FDCP
905
Foster Dykema Cabot & Partners
Massachusetts
$32.5K – – –
M
906
MOTCO
Texas
$31K – – –
GG
907
Gleason Group
Kentucky
$30.9K +$179 +1 +0.5%
IRAG
908
Investment Research & Advisory Group
Georgia
$30.6K +$179 +1 +0.5%
HI
909
Harbour Investments
Wisconsin
$30K +$718 +4 +2%
FC
910
Fairscale Capital
New Hampshire
$30K – – –
MCM
911
Manchester Capital Management
Vermont
$29.7K -$158K -882 -83%
AF
912
Advisornet Financial
Minnesota
$29.4K – – –
NEWAS
913
N.E.W. Advisory Services
Wisconsin
$29K – – –
JGIA
914
Jackson Grant Investment Advisers
Connecticut
$28.7K – – –
TCM
915
TD Capital Management
Tennessee
$28.5K – – –
CT
916
Caldwell Trust
Florida
$28.2K – – –
PPC
917
Park Place Capital
Alabama
$27.9K – – –
NC
918
North Capital
Utah
$27.9K +$179 +1 +0.6%
DMBA
919
Deseret Mutual Benefit Administrators
Utah
$27.5K – – –
FPF
920
First Pacific Financial
Washington
$26.3K – – –
C
921
Covestor
United Kingdom
$26K -$75K -418 -73%
MTC
922
Matrix Trust Company
Colorado
$26K +$5.03K +28 +22%
FCT
923
First Community Trust
Iowa
$25K – – –
FCMT
924
Founders Capital Management (Texas)
Texas
$25K – – –
FLP
925
Financial Life Planners
Arizona
$25K +$26.9K +150 New
35 36
37
38 39