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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
526
Elm Advisors
California
$269K -$36.9K -400 -13%
BCV
527
Banque Cantonale Vaudoise
Switzerland
$267K – – –
TCM
528
Teza Capital Management
Illinois
$264K +$252K +2,735 New
SIM
529
Sonora Investment Management
Arizona
$263K +$462 +5 +0.2%
NFG
530
Next Financial Group
Texas
$262K -$24.7K -268 -9%
DHFB
531
Dixon Hubard Feinour & Brown
Virginia
$261K – – –
EFS
532
Essex Financial Services
Connecticut
$259K – – –
SC
533
SouthState Corp
Florida
$259K +$248K +2,685 New
MWPCG
534
Measured Wealth Private Client Group
New Hampshire
$255K +$244K +2,645 New
CS
535
Cannell & Spears
New York
$254K – – –
CCP
536
Corient Capital Partners
California
$254K +$243K +2,632 New
NC
537
NewSquare Capital
Pennsylvania
$253K +$242K +2,625 New
GIA
538
Gateway Investment Advisers
Ohio
$252K +$3.97K +43 +2%
CNC
539
Canandaigua National Corp
New York
$251K +$240K +2,600 New
AW
540
ACG Wealth
Georgia
$248K +$185 +2 +0.1%
FC
541
FORA Capital
Florida
$245K +$234K +2,539 New
MIA
542
MainStreet Investment Advisors
Illinois
$245K +$234K +2,540 New
PIM
543
Penobscot Investment Management
Massachusetts
$242K – – –
AA
544
ALPS Advisors
Colorado
$241K -$25.5K -276 -10%
I
545
IberiaBank
Louisiana
$240K +$229K +2,484 New
BBVA
546
Banco Bilbao Vizcaya Argentaria
Spain
$238K -$450K -4,872 -66%
PAMG
547
Patton Albertson Miller Group
Tennessee
$238K – – –
LIM
548
Leavell Investment Management
Alabama
$237K – – –
BOS
549
Bingham Osborn & Scarborough
California
$235K -$27.4K -297 -11%
CAAS
550
Capital Asset Advisory Services
Michigan
$235K +$193K +2,094 New
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