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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
901
Pinnacle Wealth Planning Services
Ohio
$86.1K +$80.3K +441 New
C
902
Covestor
United Kingdom
$85K +$51K +280 +181%
APW
903
Atlantic Private Wealth
North Carolina
$79.9K -$81.8K -449 -52%
BC
904
Broadwater Capital
Massachusetts
$78.1K – – –
PB
905
Pinnacle Bancorp
Nebraska
$78.1K – – –
WTA
906
Washington Trust Advisors
Massachusetts
$78.1K – – –
OL
907
OneFund LLC
Florida
$78.1K +$4.55K +25 +7%
CIAM
908
Caitong International Asset Management
Hong Kong
$77.9K -$13.5K -74 -16%
WG
909
Wellington Group
Indiana
$76.7K +$71.6K +393 New
BC
910
Barrett & Company
Rhode Island
$73.2K -$2.73K -15 -4%
CAM
911
Clarity Asset Management
Iowa
$72.3K +$182 +1 +0.3%
LI
912
LRI Investments
Florida
$72.1K +$51K +280 +315%
CSPIA
913
Cary Street Partners Investment Advisory
Virginia
$68.1K +$12.8K +70 +25%
PK
914
Pflug Koory
Nebraska
$65.4K – – –
TWC
915
TD Waterhouse Canada
Ontario, Canada
$63.5K -$1.44M -7,884 -96%
AUB
916
Atlantic Union Bankshares
Virginia
$61.5K – – –
HNB
917
Hilltop National Bank
Wyoming
$61.5K +$57.4K +315 New
SIM
918
Sentry Investment Management
Wisconsin
$60K – – –
APW
919
Aventura Private Wealth
Florida
$57.2K -$339K -1,861 -86%
CT
920
Clearstead Trust
Maine
$56.6K -$1.46K -8 -3%
RFP
921
Root Financial Partners
California
$55.9K -$20.2K -111 -28%
SVWA
922
Sarver Vrooman Wealth Advisors
Missouri
$55.3K -$1.46K -8 -3%
DCM
923
Dorato Capital Management
Colorado
$53.1K +$47.4K +260 New
PAG
924
Paladin Advisory Group
Iowa
$53.1K – – –
PWMA
925
Pension & Wealth Management Advisors
Massachusetts
$53.1K – – –
35 36
37
38 39