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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
926
Davis Capital Management
Florida
$55.4K – – –
WSFG
927
Wall Street Financial Group
Illinois
$54.8K +$56.2K +263 New
NSIM
928
North Star Investment Management
Illinois
$54.3K +$3.42K +16 +7%
TWD
929
True Wealth Design
Ohio
$52.7K +$11.8K +55 +28%
CMA
930
Cedar Mountain Advisors
Oregon
$52.7K +$54.1K +253 New
JSAM
931
J. Safra Asset Management
New York
$52.1K – – –
MWA
932
Medallion Wealth Advisors
Connecticut
$52.1K – – –
TFIPS
933
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.1K – – –
PJC
934
Phillip James Consulting
Minnesota
$51K – – –
CT
935
Coastline Trust
Rhode Island
$50.7K -$3.21K -15 -6%
NEWAS
936
N.E.W. Advisory Services
Wisconsin
$49.4K – – –
CH
937
Cromwell Holdings
Wyoming
$49.2K +$1.71K +8 +4%
OCM
938
Orion Capital Management
California
$48.2K – – –
WIM
939
Westside Investment Management
California
$46.8K – – –
BAM
940
Bellevue Asset Management
Washington
$46.5K – – –
GSEP
941
Golden State Equity Partners
California
$46.3K +$47.5K +222 New
TC
942
Truvestments Capital
Florida
$43.7K +$6.2K +29 +16%
CFSG
943
Community Financial Services Group
Vermont
$43.5K +$44.9K +210 New
CFO
944
CVA Family Office
Colorado
$43.1K +$31.4K +147 +245%
WTA
945
Washington Trust Advisors
Massachusetts
$41.7K -$42.8K -200 -50%
CAM
946
Costello Asset Management
Pennsylvania
$41.7K – – –
VCM
947
Versant Capital Management
Arizona
$41.5K +$7.27K +34 +21%
CIAM
948
Caitong International Asset Management
Hong Kong
$41.3K -$43K -201 -50%
SGFG
949
Silver Grove Financial Group
New York
$40K +$41K +192 New
SWM
950
SHP Wealth Management
Massachusetts
$39.6K -$13.3K -62 -25%
36 37
38
39 40