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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1001
Winch Advisory Services
Wisconsin
$13.1K – – –
MA
1002
MCF Advisors
Kentucky
$12.5K – – –
DAM
1003
Delta Asset Management
Tennessee
$11.8K – – –
S
1004
Sachetta
Massachusetts
$11.7K – – –
CFO
1005
CVA Family Office
Colorado
$11.7K -$6.38K -35 -37%
CIAS
1006
CBIZ Investment Advisory Services
Ohio
$11.3K -$1.09K -6 -9%
VNA
1007
Valley National Advisers
Pennsylvania
$11K +$182 +1 +2%
MAM
1008
Morse Asset Management
Connecticut
$10.7K +$10K +55 New
CPG
1009
Cornerstone Planning Group
New Jersey
$10.7K -$38.6K -212 -80%
SEP
1010
Signature Equity Partners
Ohio
$10.5K +$9.84K +54 New
JFGIW
1011
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.2K +$4.92K +27 +108%
OAJ
1012
Ogorek Anthony Joseph
New York
$10K +$911 +5 +10%
RDFA
1013
Ritter Daniher Financial Advisory
Ohio
$9.96K – – –
CTC
1014
Cetera Trust Company
Minnesota
$9.76K – – –
GFA
1015
Godfrey Financial Associates
New York
$9.76K +$9.11K +50 New
NWS
1016
Nvest Wealth Strategies
Ohio
$9.76K +$9.11K +50 New
UCB
1017
United Community Bank
South Carolina
$9.57K – – –
WCM
1018
Westend Capital Management
California
$9.18K – – –
TSMHT
1019
Thurston Springer Miller Herd & Titak
Indiana
$9.18K +$8.56K +47 New
SC
1020
Solstein Capital
California
$8.98K – – –
BOJHT
1021
Bank of Jackson Hole Trust
Wyoming
$8.79K – – –
CAIM
1022
Catherine Avery Investment Management
Florida
$8.79K – – –
EFMH
1023
E Fund Management (HK)
Hong Kong
$8.5K +$7.47K +41 New
PP
1024
Pacifica Partners
Canada
$8.42K +$2.73K +15 +54%
TFA
1025
Transamerica Financial Advisors
Florida
$8.27K +$7.65K +42 New
39 40
41
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