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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
551
Allred Capital Management
Texas
$533K -$68.9K -406 -12%
JSC
552
Jackson Square Capital
California
$528K – – –
PWS
553
Precision Wealth Strategies
Missouri
$528K +$76.7K +452 +18%
VIA
554
Vident Investment Advisory
Georgia
$524K +$24.6K +145 +5%
ACM
555
Alethea Capital Management
Washington
$522K +$488K +2,873 New
PWP
556
Principle Wealth Partners
Connecticut
$515K – – –
SF
557
Synovus Financial
Georgia
$514K +$17.8K +105 +4%
MWPCG
558
Measured Wealth Private Client Group
New Hampshire
$509K -$8.48K -50 -2%
EFS
559
Essex Financial Services
Connecticut
$506K -$170 -1 -0%
SIMG
560
Sonora Investment Management Group
Arizona
$502K +$469K +2,763 New
UAML
561
US Asset Management LLC
Pennsylvania
$499K – – –
HIC
562
Holderness Investments Company
North Carolina
$499K +$22.2K +131 +5%
MWAM
563
Manhattan West Asset Management
California
$494K +$462K +2,721 New
FNBT
564
FineMark National Bank & Trust
Florida
$493K +$1.53K +9 +0.3%
KA
565
Kovack Advisors
Florida
$490K -$203K -1,199 -31%
PDN
566
Pensionfund DSM Netherlands
Netherlands
$490K – – –
IAN
567
Integrated Advisors Network
Texas
$486K -$6.28K -37 -1%
TTWM
568
TCV Trust & Wealth Management
Virginia
$481K -$11.4K -67 -2%
CF
569
Centaurus Financial
California
$480K – – –
CW
570
Connectus Wealth
Ohio
$476K +$445K +2,621 New
TBA
571
Tower Bridge Advisors
Pennsylvania
$475K – – –
PP
572
Paloma Partners
Connecticut
$472K +$441K +2,600 New
DP
573
Dearborn Partners
Illinois
$469K +$438K +2,584 New
SWM
574
Spire Wealth Management
Virginia
$464K -$249K -1,468 -36%
CNC
575
Canandaigua National Corp
New York
$461K – – –
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