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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
601
RegentAtlantic Capital
New Jersey
$242K -$38.9K -288 -13%
HWA
602
Heritage Wealth Advisors
Virginia
$240K +$233K +1,722 +667%
CAM
603
Cresset Asset Management
Illinois
$238K -$185K -1,368 -29%
SPC
604
Stewart & Patten Company
California
$237K -$947 -7 -0.4%
PGA
605
Portland Global Advisors
Maine
$236K -$67.6K -500 -20%
KWM
606
Kingsview Wealth Management
Oregon
$234K -$6.63K -49 -2%
BBHC
607
Brown Brothers Harriman & Co
New York
$232K +$135 +1 +0.1%
PA
608
Parallel Advisors
California
$232K +$45K +333 +21%
WB
609
Webster Bank
Connecticut
$231K – – –
QCG
610
Quadrant Capital Group
Ohio
$228K -$87.9K -650 -26%
SIA
611
SkyView Investment Advisors
New Jersey
$227K -$15.6K -115 -6%
FCAG
612
First Capital Advisors Group
New Jersey
$227K +$253K +1,873 New
MFG
613
Merit Financial Group
Georgia
$226K -$1.89K -14 -0.7%
EM
614
Excalibur Management
Massachusetts
$226K – – –
MKC
615
M. Kraus & Co
Vermont
$226K – – –
BBNA
616
Bremer Bank National Association
Minnesota
$225K – – –
BSW
617
Buckingham Strategic Wealth
Missouri
$225K +$250K +1,852 New
EGA
618
Eagle Global Advisors
Texas
$224K – – –
CI
619
Cigna Investments
Connecticut
$223K -$89.7K -663 -27%
PCM
620
Parsons Capital Management
Rhode Island
$223K – – –
DP
621
Dearborn Partners
Illinois
$223K +$13K +96 +6%
BOPW
622
Brandywine Oak Private Wealth
Pennsylvania
$222K – – –
MNBTD
623
Moody National Bank Trust Division
Texas
$222K +$247K +1,830 New
PI
624
PEAK6 Investments
Illinois
$221K +$246K +1,820 New
JWM
625
Jeppson Wealth Management
California
$221K +$247K +1,825 New
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