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DaVita
DVA

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
501
Tortoise Investment Management
New York
$21.7K +$283 +2 +1%
OL
502
OneFund LLC
Florida
$20K +$20K +141 New
AF
503
Allworth Financial
California
$19.5K +$1.84K +13 +10%
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$18.5K -$7.79K -55 -30%
MSE
505
MUFG Securities EMEA
United Kingdom
$18.5K +$18.4K +130 New
HWM
506
Hemington Wealth Management
Virginia
$18K +$1.13K +8 +7%
BC
507
Bayforest Capital
United Kingdom
$17.9K -$444K -3,133 -96%
CT
508
Coastline Trust
Rhode Island
$17.8K -$33.3K -235 -65%
GWM
509
Geneos Wealth Management
Colorado
$17.8K -$1.84K -13 -9%
UB
510
UMB Bank
Missouri
$15.7K -$11.6K -82 -43%
PWMG
511
Private Wealth Management Group
New Jersey
$15.7K – – –
SWM
512
Spire Wealth Management
Virginia
$15.7K +$142 +1 +0.9%
JFGIW
513
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.2K – – –
CFO
514
CVA Family Office
Colorado
$14.5K +$567 +4 +4%
CAM
515
Costello Asset Management
Pennsylvania
$14.2K – – –
EWP
516
Elevation Wealth Partners
California
$14.2K – – –
GGI
517
Godsey & Gibb Inc
Virginia
$14.2K – – –
SFCL
518
Strengthening Families & Communities LLC
Massachusetts
$13.4K – – –
GRP
519
Global Retirement Partners
California
$12.7K +$12.6K +89 New
AGWCA
520
Annis Gardner Whiting Capital Advisors
Florida
$12.1K – – –
PTC
521
Private Trust Company
Ohio
$12.1K – – –
BONH
522
Bank of New Hampshire
New Hampshire
$10.7K – – –
ATC
523
Adirondack Trust Company
New York
$10.7K – – –
SIC
524
Salem Investment Counselors
North Carolina
$10.3K – – –
PWA
525
Physician Wealth Advisors
Utah
$9.97K +$4.25K +30 +75%
19 20
21
22 23