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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1001
GoalVest Advisory
New York
$13.3K +$12.4K +68 New
WAS
1002
Winch Advisory Services
Wisconsin
$13.1K – – –
MA
1003
MCF Advisors
Kentucky
$12.5K – – –
DAM
1004
Delta Asset Management
Tennessee
$11.8K – – –
S
1005
Sachetta
Massachusetts
$11.7K – – –
CFO
1006
CVA Family Office
Colorado
$11.7K -$6.38K -35 -37%
CIAS
1007
CBIZ Investment Advisory Services
Ohio
$11.3K -$1.09K -6 -9%
VNA
1008
Valley National Advisers
Pennsylvania
$11K +$182 +1 +2%
MAM
1009
Morse Asset Management
Connecticut
$10.7K +$10K +55 New
CPG
1010
Cornerstone Planning Group
New Jersey
$10.7K -$38.6K -212 -80%
SEP
1011
Signature Equity Partners
Ohio
$10.5K +$9.84K +54 New
JFGIW
1012
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.2K +$4.92K +27 +108%
OAJ
1013
Ogorek Anthony Joseph
New York
$10K +$911 +5 +10%
RDFA
1014
Ritter Daniher Financial Advisory
Ohio
$9.96K – – –
CTC
1015
Cetera Trust Company
Minnesota
$9.76K – – –
GFA
1016
Godfrey Financial Associates
New York
$9.76K +$9.11K +50 New
NWS
1017
Nvest Wealth Strategies
Ohio
$9.76K +$9.11K +50 New
UCB
1018
United Community Bank
South Carolina
$9.57K – – –
WCM
1019
Westend Capital Management
California
$9.18K – – –
TSMHT
1020
Thurston Springer Miller Herd & Titak
Indiana
$9.18K +$8.56K +47 New
SC
1021
Solstein Capital
California
$8.98K – – –
BOJHT
1022
Bank of Jackson Hole Trust
Wyoming
$8.79K – – –
CAIM
1023
Catherine Avery Investment Management
Florida
$8.79K – – –
EFMH
1024
E Fund Management (HK)
Hong Kong
$8.5K +$7.47K +41 New
PP
1025
Pacifica Partners
Canada
$8.42K +$2.73K +15 +54%
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