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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1051
Ares Financial Consulting
California
$5.39K – – –
CA
1052
Crewe Advisors
Utah
$5K +$3.21K +15 +167%
AW
1053
Avion Wealth
Texas
$5K -$21.4K -100 -78%
MTI
1054
Merrithew & Thorsten Inc
California
$5K – – –
RWM
1055
Rialto Wealth Management
New York
$4.79K +$1.5K +7 +44%
BCPWM
1056
Bradley & Co Private Wealth Management
Florida
$4.79K – – –
CWM
1057
Copia Wealth Management
Oregon
$4.79K – – –
SWP
1058
Strategic Wealth Partners
Ohio
$4.79K – – –
BHWM
1059
Bay Harbor Wealth Management
Maryland
$4.79K +$1.92K +9 +64%
SSG
1060
Summit Securities Group
New York
$4.59K -$105K -489 -96%
HCM
1061
Hollencrest Capital Management
California
$4.17K – – –
NRWA
1062
North Ridge Wealth Advisors
Oregon
$4.17K – – –
NFSG
1063
Newbridge Financial Services Group
Florida
$4.17K +$4.28K +20 New
SRCM
1064
Signature Resources Capital Management
California
$4.17K +$4.28K +20 New
MAFA
1065
MJT & Associates Financial Advisory
Minnesota
$3.96K -$641 -3 -14%
AFG
1066
Albion Financial Group
Utah
$3.96K – – –
DPW
1067
DiNuzzo Private Wealth
Pennsylvania
$3.96K – – –
LWM
1068
Lodestone Wealth Management
Washington
$3.75K – – –
BA
1069
Bard Associates
Illinois
$3.54K +$3.63K +17 New
BH
1070
Burk Holdings
Oklahoma
$3.54K +$3.63K +17 New
HWP
1071
Highline Wealth Partners
California
$3.35K +$1.71K +8 +100%
SIM
1072
Synergy Investment Management
Florida
$3.13K +$3.21K +15 New
YDMI
1073
Y.D. More Investments
Israel
$3.06K -$30.4K -142 -3%
CAL
1074
Capital Advisors Ltd
Ohio
$3K – – –
SFG
1075
Strive Financial Group
Indiana
$3K – – –
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