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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
CNC
551
Canandaigua National Corp
New York
$284K – – –
MSFS
552
Main Street Financial Solutions
Pennsylvania
$283K +$32.3K +253 +12%
AA
553
Ancora Advisors
Ohio
$281K -$51.1K -400 -14%
XT
554
XTX Topco
Cayman Islands
$276K -$872K -6,829 -74%
MG
555
Mather Group
Illinois
$276K +$302K +2,366 New
TBA
556
Tower Bridge Advisors
Pennsylvania
$276K – – –
HIA
557
Harbor Investment Advisory
Maryland
$275K -$2.04K -16 -0.7%
IF
558
Insight Folios
North Carolina
$275K +$19.7K +154 +7%
DAS
559
Dynamic Advisor Solutions
Arizona
$271K -$2.94K -23 -1%
MOS
560
MGO One Seven
Ohio
$270K -$255 -2 -0.1%
CSB
561
City State Bank
Iowa
$270K – – –
BCV
562
Banque Cantonale Vaudoise
Switzerland
$269K – – –
FMLI
563
Fukoku Mutual Life Insurance
Japan
$269K – – –
BFA
564
Bill Few Associates
Pennsylvania
$265K – – –
CGL
565
Clarius Group LLC
Washington
$264K +$6.64K +52 +2%
LNC
566
Lincoln National Corp
Pennsylvania
$264K +$15.8K +124 +6%
QCG
567
Quadrant Capital Group
Ohio
$263K +$48.5K +380 +20%
TL
568
Tradewinds LLC
North Carolina
$261K +$8.55K +67 +3%
KWM
569
Keebeck Wealth Management
Illinois
$260K – – –
CWM
570
Curi Wealth Management
North Carolina
$260K +$284K +2,228 New
TSWM
571
Triangle Securities Wealth Management
North Carolina
$258K +$24.9K +195 +10%
PWS
572
Precision Wealth Strategies
Missouri
$257K -$29.7K -233 -10%
SCA
573
Snowden Capital Advisors
New York
$257K +$5.87K +46 +2%
PTC
574
Private Trust Company
Ohio
$256K +$69.8K +547 +33%
TPCW
575
TD Private Client Wealth
New York
$255K -$1.79K -14 -0.6%
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