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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
926
Pension & Wealth Management Advisors
Massachusetts
$53.1K – – –
DCM
927
Davis Capital Management
Florida
$51.9K – – –
CT
928
Coastline Trust
Rhode Island
$50.4K – – –
SWM
929
SHP Wealth Management
Massachusetts
$49.1K +$45.9K +252 New
PJC
930
Phillip James Consulting
Minnesota
$49K +$44.6K +245 New
MWA
931
Medallion Wealth Advisors
Connecticut
$48.8K – – –
TFIPS
932
Towarzystwo Funduszy Inwestycyjnych PZU SA
$48.8K – – –
JSAM
933
J. Safra Asset Management
New York
$48.8K +$45.5K +250 New
NSIM
934
North Star Investment Management
Illinois
$47.9K – – –
ZBNA
935
Zions Bancorporation, National Association
Utah
$47.8K +$23.1K +127 +108%
NEWAS
936
N.E.W. Advisory Services
Wisconsin
$46.3K +$11.5K +63 +36%
TM
937
Torren Management
California
$45.2K +$42.1K +231 New
OCM
938
Orion Capital Management
California
$45.1K – – –
WIM
939
Westside Investment Management
California
$44.6K – – –
CH
940
Cromwell Holdings
Wyoming
$44.5K -$729 -4 -2%
BAM
941
Bellevue Asset Management
Washington
$43.5K – – –
MCM
942
Manchester Capital Management
Vermont
$42K +$6.74K +37 +21%
CAM
943
Costello Asset Management
Pennsylvania
$39K – – –
TWD
944
True Wealth Design
Ohio
$38.7K -$35.9K -197 -50%
DE
945
DV Equities
Illinois
$37.5K +$35K +192 New
IRAG
946
Investment Research & Advisory Group
Georgia
$36.6K – – –
M
947
MOTCO
Texas
$36.3K – – –
GG
948
Gleason Group
Kentucky
$36.2K – – –
VLKIM
949
Van Lanschot Kempen Investment Management
Netherlands
$36.1K -$1.83M -10,039 -98%
TC
950
Truvestments Capital
Florida
$35.4K -$10.7K -59 -25%
36 37
38
39 40