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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1001
Meeder Asset Management
Ohio
$16.1K -$10.7K -50 -39%
JWM
1002
JPL Wealth Management
Colorado
$15.8K +$16.2K +76 New
TF
1003
Tompkins Financial
New York
$15.6K -$16.5K -77 -51%
FDW
1004
Fourth Dimension Wealth
Ohio
$15.6K – – –
KFI
1005
Key Financial Inc
Pennsylvania
$15.4K – – –
BIA
1006
Bell Investment Advisors
California
$14.8K – – –
CPG
1007
Cornerstone Planning Group
New Jersey
$14.8K +$3.21K +15 +29%
HPBT
1008
Hickory Point Bank & Trust
Illinois
$14.4K +$14.8K +69 New
WAS
1009
Winch Advisory Services
Wisconsin
$14K – – –
MA
1010
MCF Advisors
Kentucky
$13.3K – – –
S
1011
Sachetta
Massachusetts
$13.1K +$641 +3 +5%
DAM
1012
Delta Asset Management
Tennessee
$12.6K – – –
VNA
1013
Valley National Advisers
Pennsylvania
$12K – – –
TFA
1014
Transamerica Financial Advisors
Florida
$11.6K +$2.78K +13 +31%
SEP
1015
Signature Equity Partners
Ohio
$11.5K +$214 +1 +2%
CCWM
1016
Cassaday & Co Wealth Management
Virginia
$11.3K +$11.5K +54 New
JFGIW
1017
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.8K – – –
TM
1018
Torren Management
California
$10.7K -$38.5K -180 -78%
LSA
1019
Leonteq Securities AG
Switzerland
$10.6K -$26.1K -122 -71%
RDFA
1020
Ritter Daniher Financial Advisory
Ohio
$10.6K – – –
HNW
1021
High Note Wealth
Minnesota
$10.6K +$2.14K +10 +24%
CTC
1022
Cetera Trust Company
Minnesota
$10.4K – – –
GFA
1023
Godfrey Financial Associates
New York
$10.4K – – –
NWS
1024
Nvest Wealth Strategies
Ohio
$10.4K – – –
GWS
1025
Greykasell Wealth Strategies
California
$10.2K +$10.5K +49 New
39 40
41
42 43