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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
576
City State Bank
Iowa
$314K – – –
WSFS
577
Wilmington Savings Fund Society
Delaware
$313K -$43.2K -325 -12%
BCV
578
Banque Cantonale Vaudoise
Switzerland
$313K – – –
FMLI
579
Fukoku Mutual Life Insurance
Japan
$313K – – –
PCA
580
Personal Capital Advisors
California
$312K +$306K +2,304 New
SCA
581
Snowden Capital Advisors
New York
$308K +$8.63K +65 +3%
BFA
582
Bill Few Associates
Pennsylvania
$308K – – –
KWM
583
Keebeck Wealth Management
Illinois
$303K +$531 +4 +0.2%
CWM
584
Curi Wealth Management
North Carolina
$302K +$266 +2 +0.1%
TSWM
585
Triangle Securities Wealth Management
North Carolina
$299K -$664 -5 -0.2%
TPCW
586
TD Private Client Wealth
New York
$298K +$1.33K +10 +0.5%
KWM
587
Kingsview Wealth Management
Oregon
$296K +$2.13K +16 +0.7%
SPC
588
Sigma Planning Corp
Michigan
$294K +$36.9K +278 +15%
PA
589
Parallel Advisors
California
$293K +$21.4K +161 +8%
DAS
590
Dynamic Advisor Solutions
Arizona
$290K -$24.3K -183 -8%
JWCA
591
J.W. Coons Advisors
Ohio
$287K +$39.9K +300 +16%
HIC
592
Holderness Investments Company
North Carolina
$286K – – –
OHWA
593
Oak Hill Wealth Advisors
Virginia
$284K +$279K +2,100 New
MFG
594
Merit Financial Group
Georgia
$281K -$12.2K -92 -4%
SCG
595
Sonata Capital Group
Washington
$278K -$10.2K -77 -4%
BSW
596
Buckingham Strategic Wealth
Missouri
$277K -$8.77K -66 -3%
CG
597
Colony Group
Massachusetts
$276K – – –
CG
598
Caprock Group
Idaho
$274K +$39.9K +300 +17%
PWS
599
Precision Wealth Strategies
Missouri
$272K -$2.92K -22 -1%
OF
600
Outfitter Financial
Maine
$271K – – –
22 23
24
25 26