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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
551
Fred Alger Management
New York
$119K – – –
IR
552
Invictus RG
Bermuda
$110K -$13.4K -193 -11%
SLF
553
Sun Life Financial
Ontario, Canada
$105K -$1.18K -17 -1%
VNA
554
Valley National Advisers
Pennsylvania
$102K -$208 -3 -0.2%
CCM
555
Cribstone Capital Management
Maine
$101K – – –
CPA
556
Clear Perspective Advisors
Illinois
$97K – – –
TWMP
557
Taylor Wealth Management Partners
Massachusetts
$91K – – –
OIA
558
OneDigital Investment Advisors
Kansas
$85K +$8.62K +124 +12%
PFGIA
559
Patriot Financial Group Insurance Agency
Massachusetts
$82K -$8.62K -124 -10%
WT
560
Whittier Trust
California
$81K +$61.8K +889 +423%
MRCM
561
M&R Capital Management
New Jersey
$73K – – –
MCM
562
Manchester Capital Management
Vermont
$72K – – –
JFGIW
563
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K -$32.2K -464 -33%
SFSIG
564
San Francisco Sentry Investment Group
California
$71K +$6.95K +100 +12%
OFS
565
Orrstown Financial Services
Pennsylvania
$70K -$6.04K -87 -8%
FANJ
566
Financial Architects (New Jersey)
New Jersey
$64K -$41.3K -595 -41%
DAM
567
Delta Asset Management
Tennessee
$64K – – –
MCA
568
Mercer Capital Advisers
New Jersey
$64K – – –
PCTC
569
Perkins Coie Trust Company
Washington
$64K – – –
MMG
570
Monetary Management Group
Missouri
$55K – – –
SPIA
571
Steward Partners Investment Advisory
New York
$50K +$1.25K +18 +3%
SQA
572
Simon Quick Advisors
New Jersey
$50K +$47.3K +681 New
AC
573
Alexandria Capital
Virginia
$48K – – –
MFBTD
574
MB Financial Bank - Trust Department
Illinois
$48K – – –
WB
575
Webster Bank
Connecticut
$48K – – –
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