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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
926
Sandy Spring Bank
Maryland
$11.5K – – –
PCMC
927
Planning Capital Management Corporation
Pennsylvania
$10.2K -$1.64K -9 -15%
VNA
928
Valley National Advisers
Pennsylvania
$10K -$3.1K -17 -23%
CSWM
929
Cassady Schiller Wealth Management
Ohio
$9.97K – – –
CPG
930
Cornerstone Planning Group
New Jersey
$9.59K -$3.28K -18 -26%
CTC
931
Cetera Trust Company
Minnesota
$9.59K – – –
HGA
932
Hobbs Group Advisors
South Carolina
$9.59K – – –
SFA
933
Semmax Financial Advisors
North Carolina
$9.51K – – –
FF
934
Friedenthal Financial
New Jersey
$9.4K – – –
WCM
935
Westend Capital Management
California
$9.01K +$8.56K +47 New
SC
936
Solstein Capital
California
$8.82K – – –
RWM
937
Raffa Wealth Management
District of Columbia
$8.05K -$127K -698 -94%
MWM
938
Mascoma Wealth Management
New Hampshire
$7.48K – – –
FMP
939
Financial Management Professionals
Texas
$7K – – –
CHA
940
Carmichael Hill & Associates
Maryland
$6.9K – – –
MAM
941
Meeder Asset Management
Ohio
$6.33K -$11.7K -64 -66%
CPA
942
Capital Performance Advisors
California
$6.14K +$5.83K +32 New
SS
943
Sunbelt Securities
Texas
$6.06K -$2.73K -15 -32%
CFO
944
CVA Family Office
Colorado
$5.75K -$547 -3 -9%
TIM
945
Tortoise Investment Management
New York
$5.75K – – –
NIC
946
Northwest Investment Counselors
Oregon
$5.75K +$5.47K +30 New
DF
947
Dunhill Financial
United Kingdom
$5.72K +$2.73K +15 +100%
LWANC
948
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.37K – – –
PWMG
949
Prestige Wealth Management Group
New Jersey
$5.18K – – –
S
950
Sachetta
Massachusetts
$4.99K -$1.64K -9 -26%
36 37
38
39 40