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DaVita
DVA

Name Holding Trade Value Shares
Change 		Change in
Stake
TM
451
Torren Management
California
$17.2K +$18.4K +151 New
PWPS
452
Pinnacle Wealth Planning Services
Ohio
$16.6K +$17.8K +146 New
WIM
453
Westside Investment Management
California
$15.3K – – –
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$14.4K +$851 +7 +6%
CT
455
Coastline Trust
Rhode Island
$14.2K – – –
TWD
456
True Wealth Design
Ohio
$14K +$5.96K +49 +66%
AGWCA
457
Annis Gardner Whiting Capital Advisors
Florida
$13.6K +$4.62K +38 +46%
SIM
458
Sentry Investment Management
Wisconsin
$13K – – –
PWMG
459
Private Wealth Management Group
New Jersey
$12.5K – – –
UB
460
UMB Bank
Missouri
$11.7K -$9.12K -75 -42%
CAM
461
Costello Asset Management
Pennsylvania
$11.4K – – –
GGI
462
Godsey & Gibb Inc
Virginia
$11.4K – – –
TSMHT
463
Thurston Springer Miller Herd & Titak
Indiana
$11.4K +$12.2K +100 New
MWPCG
464
Measured Wealth Private Client Group
New Hampshire
$11.1K -$1.58K -13 -12%
TCM
465
Triumph Capital Management
Colorado
$10.9K +$11.7K +96 New
SFCL
466
Strengthening Families & Communities LLC
Massachusetts
$10.7K – – –
CFO
467
CVA Family Office
Colorado
$10.2K – – –
RFP
468
Root Financial Partners
California
$9.32K -$4.38K -36 -31%
PTC
469
Private Trust Company
Ohio
$8.63K – – –
BONH
470
Bank of New Hampshire
New Hampshire
$8.52K – – –
ATC
471
Adirondack Trust Company
New York
$8.52K – – –
OP
472
ORG Partners
Indiana
$8.52K +$7.9K +65 +650%
CCM
473
Chilton Capital Management
Texas
$7.5K – – –
SGK
474
Steigerwald Gordon & Koch
Virginia
$7.5K – – –
FRA
475
Front Row Advisors
California
$7.38K – – –
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19
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