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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
TGY2IT
1026
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$10K +$10.3K +48 New
CAL
1027
Capital Analysts LLC
Pennsylvania
$10K -$13.5K -63 -56%
SC
1028
Solstein Capital
California
$9.59K – – –
TSMHT
1029
Thurston Springer Miller Herd & Titak
Indiana
$9.38K -$428 -2 -4%
BOJHT
1030
Bank of Jackson Hole Trust
Wyoming
$9.38K – – –
CAIM
1031
Catherine Avery Investment Management
Florida
$9.38K – – –
WCM
1032
Westend Capital Management
California
$9.17K -$641 -3 -6%
RWM
1033
Raffa Wealth Management
District of Columbia
$9.17K +$428 +2 +5%
AF
1034
Alerus Financial
North Dakota
$8.76K – – –
DWM
1035
Dogwood Wealth Management
Kansas
$8.76K +$8.34K +39 +1,300%
VR
1036
Vision Retirement
New Jersey
$8.64K – – –
EFMH
1037
E Fund Management (HK)
Hong Kong
$8.55K – – –
MWM
1038
Mascoma Wealth Management
New Hampshire
$8.13K – – –
KAS
1039
Kemnay Advisory Services
New York
$8.13K +$8.34K +39 New
OAJ
1040
Ogorek Anthony Joseph
New York
$8K -$3.21K -15 -27%
JGCM
1041
Joseph Group Capital Management
Ohio
$7.5K +$7.7K +36 New
PWA
1042
Physician Wealth Advisors
Utah
$7.3K -$10.3K -48 -58%
HFS
1043
Hughes Financial Services
Virginia
$7.09K +$214 +1 +3%
FMP
1044
Financial Management Professionals
Texas
$6.88K – – –
IAS
1045
IMA Advisory Services
Colorado
$6.46K +$1.07K +5 +19%
IWP
1046
IAG Wealth Partners
Wisconsin
$6.25K -$641 -3 -9%
SPF
1047
South Plains Financial
Texas
$6.04K – – –
MAM
1048
Marquette Asset Management
Minnesota
$5.84K +$2.78K +13 +87%
PWMG
1049
Prestige Wealth Management Group
New Jersey
$5.63K – – –
FG
1050
Fairman Group
Pennsylvania
$5.63K – – –
40 41
42
43 44