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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
976
Mascoma Wealth Management
New Hampshire
$7.32K – – –
CIAM
977
Caitong International Asset Management
Hong Kong
$7.32K +$7.63K +39 New
MCA
978
Midwest Capital Advisors
Michigan
$7.13K +$7.43K +38 New
DF
979
Dunhill Financial
United Kingdom
$7.08K +$1.56K +8 +27%
FMP
980
Financial Management Professionals
Texas
$6.75K +$391 +2 +6%
SS
981
Sunbelt Securities
Texas
$5.9K – – –
TIM
982
Tortoise Investment Management
New York
$5.63K – – –
IWP
983
IAG Wealth Partners
Wisconsin
$5.63K +$5.87K +30 New
SPF
984
South Plains Financial
Texas
$5.44K +$5.67K +29 New
LWANC
985
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.25K – – –
PWMG
986
Prestige Wealth Management Group
New Jersey
$5.07K – – –
LSA
987
Leonteq Securities AG
Switzerland
$5.07K +$3.32K +17 +170%
S
988
Sachetta
Massachusetts
$4.88K – – –
RWS
989
Retirement Wealth Solutions
Wisconsin
$4.76K +$5.08K +26 New
HCP
990
Hexagon Capital Partners
Arkansas
$4.69K +$1.17K +6 +32%
BCPWM
991
Bradley & Co Private Wealth Management
Florida
$4.32K +$4.5K +23 New
CWM
992
Copia Wealth Management
Oregon
$4.32K +$4.5K +23 New
CF
993
Conquis Financial
California
$4.13K +$4.3K +22 New
RCM
994
Raleigh Capital Management
North Carolina
$3.94K -$978 -5 -19%
HWP
995
Highline Wealth Partners
California
$3.76K +$978 +5 +33%
RWM
996
Ruedi Wealth Management
Illinois
$3.75K – – –
ITIM
997
Indiana Trust & Investment Management
Indiana
$3.75K +$3.91K +20 New
NRWA
998
North Ridge Wealth Advisors
Oregon
$3.75K +$3.91K +20 New
VWM
999
Venturi Wealth Management
Texas
$3.56K -$10.6K -54 -74%
AFG
1000
Albion Financial Group
Utah
$3.56K +$3.71K +19 New
38 39
40
41 42