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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
476
ORG Partners
Indiana
$521K -$51.1K -354 -9%
RJT
477
Raymond James Trust
Florida
$519K -$95.7K -663 -15%
BCV
478
Banque Cantonale Vaudoise
Switzerland
$518K +$203K +1,404 +61%
LFA
479
Legacy Financial Advisors
Kentucky
$515K +$6.06K +42 +1%
MG
480
Mather Group
Illinois
$509K -$17.8K -123 -3%
NFG
481
Nations Financial Group
Iowa
$505K -$17.6K -122 -3%
S
482
SignatureFD
Georgia
$504K +$55K +381 +12%
LNC
483
Lincoln National Corp
Pennsylvania
$494K +$38.4K +266 +8%
DC
484
Davenport & Co
Virginia
$494K -$11K -76 -2%
GIA
485
Gateway Investment Advisers
Ohio
$493K -$1.01K -7 -0.2%
JF
486
Jump Financial
Illinois
$493K +$48.7K +337 +11%
NSAM
487
North Star Asset Management
Wisconsin
$489K -$3.61K -25 -0.7%
CCM
488
Community Capital Management
Florida
$488K +$505K +3,500 New
ONB
489
Old National Bancorp
Indiana
$483K +$46.3K +321 +10%
ISL
490
Ingalls & Snyder LLC
New York
$482K -$19.1K -132 -4%
CDH
491
Charles D. Hyman
$478K -$2.89K -20 -0.6%
TCOT
492
Trust Company of Toledo
Ohio
$478K – – –
TPCW
493
TD Private Client Wealth
New York
$475K +$55K +381 +13%
JWM
494
Jeppson Wealth Management
California
$467K -$4.62K -32 -0.9%
SBIA
495
Sheaff Brock Investment Advisors
Indiana
$467K +$484K +3,350 New
AIM
496
Anchor Investment Management
South Carolina
$467K -$8.09K -56 -2%
CPA
497
Capital Planning Advisors
California
$462K – – –
FHB
498
First Hawaiian Bank
Hawaii
$451K +$53.3K +369 +13%
PIM
499
Penobscot Investment Management
Massachusetts
$450K +$466K +3,228 New
SWS
500
SYSTM Wealth Solutions
Illinois
$450K +$74.8K +518 +19%
18 19
20
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