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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
476
Wilmington Savings Fund Society
Delaware
$546K +$71.3K +600 +16%
MFG
477
Monte Financial Group
Connecticut
$541K – – –
NA
478
NewEdge Advisors
Louisiana
$527K -$1.68M -14,158 -77%
CI
479
CX Institutional
Indiana
$514K +$950 +8 +0.2%
CAM
480
Cresset Asset Management
Illinois
$512K +$39.3K +331 +9%
NC
481
NewSquare Capital
Pennsylvania
$511K +$118K +995 +33%
KRSITF
482
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$508K +$29.9K +252 +7%
MFG
483
MidWestOne Financial Group
Iowa
$505K – – –
ISL
484
Ingalls & Snyder LLC
New York
$499K – – –
NFG
485
Next Financial Group
Texas
$489K +$20.7K +174 +5%
V
486
Veritable
Delaware
$485K -$326K -2,746 -42%
PWP
487
Principle Wealth Partners
Connecticut
$484K +$456K +3,835 New
FHA
488
First Horizon Advisors
Tennessee
$481K -$73K -615 -14%
VF
489
Virtu Financial
New York
$480K +$451K +3,800 New
UIM
490
USS Investment Management
United Kingdom
$475K -$760K -6,400 -63%
PCG
491
Private Capital Group
Connecticut
$474K +$335K +2,819 +301%
THWM
492
Taylor Hoffman Wealth Management
Virginia
$470K -$9.38K -79 -2%
SI
493
Stephens Inc
Arkansas
$469K -$12.5K -105 -3%
KPWS
494
Kestra Private Wealth Services
Texas
$468K +$10.1K +85 +2%
RIG
495
Renaissance Investment Group
Massachusetts
$467K -$32.7K -275 -7%
PG
496
Pendal Group
Australia
$467K +$439K +3,700 New
DA
497
Duality Advisers
Florida
$466K -$1.92M -16,156 -81%
MJP
498
Michael J. Puzo
$461K – – –
KA
499
Kintegral Advisory
New York
$458K – – –
DADC
500
D.A. Davidson & Co
Montana
$457K +$48.3K +407 +13%
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