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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1001
Prestige Wealth Management Group
New Jersey
$4.95K – – –
RWS
1002
Retirement Wealth Solutions
Wisconsin
$4.78K – – –
LI
1003
LRI Investments
Florida
$4.58K – – –
PW
1004
Pandora Wealth
Illinois
$4.58K +$4.35K +25 New
BA
1005
Bellwether Advisors
Nebraska
$4.4K +$4.18K +24 New
BCPWM
1006
Bradley & Co Private Wealth Management
Florida
$4.21K – – –
CWM
1007
Copia Wealth Management
Oregon
$4.21K – – –
SWP
1008
Strategic Wealth Partners
Ohio
$4.21K +$4K +23 New
RS
1009
Rakuten Securities
Japan
$4.03K – – –
ITIM
1010
Indiana Trust & Investment Management
Indiana
$3.67K – – –
NRWA
1011
North Ridge Wealth Advisors
Oregon
$3.67K – – –
AFG
1012
Albion Financial Group
Utah
$3.48K – – –
RWM
1013
Rialto Wealth Management
New York
$3.3K +$2.61K +15 +500%
TPW
1014
Talon Private Wealth
Florida
$3.3K +$3.13K +18 New
DPW
1015
DiNuzzo Private Wealth
Pennsylvania
$3.12K -$174 -1 -6%
JFGIW
1016
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.12K +$2.96K +17 New
CAL
1017
Capital Advisors Ltd
Ohio
$3K -$348 -2 -13%
LSA
1018
Leonteq Securities AG
Switzerland
$2.93K -$3.83K -22 -58%
PWA
1019
Physician Wealth Advisors
Utah
$2.75K – – –
IWM
1020
IMG Wealth Management
Florida
$2.56K +$2.44K +14 New
API
1021
Asset Planning Inc
California
$2.38K – – –
PSFG
1022
Park Square Financial Group
Georgia
$2.38K – – –
AGWCA
1023
Annis Gardner Whiting Capital Advisors
Florida
$2.38K +$2.26K +13 New
DF
1024
Dunhill Financial
United Kingdom
$2.31K -$3.83K -22 -65%
BWAM
1025
Boyd Watterson Asset Management
Ohio
$2.2K – – –
39 40
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