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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
601
Schechter Investment Advisors
Michigan
$246K -$44.2K -327 -14%
TSWM
602
Triangle Securities Wealth Management
North Carolina
$244K +$85.9K +635 +46%
AWS
603
Atria Wealth Solutions
New York
$243K -$210K -1,552 -44%
OF
604
Outfitter Financial
Maine
$243K -$135K -1,000 -33%
PWP
605
Principle Wealth Partners
Connecticut
$243K – – –
TCM
606
Telos Capital Management
California
$243K – – –
RC
607
RegentAtlantic Capital
New Jersey
$242K -$38.9K -288 -13%
HWA
608
Heritage Wealth Advisors
Virginia
$240K +$233K +1,722 +667%
CAM
609
Cresset Asset Management
Illinois
$238K -$185K -1,368 -29%
SPC
610
Stewart & Patten Company
California
$237K -$947 -7 -0.4%
PGA
611
Portland Global Advisors
Maine
$236K -$67.6K -500 -20%
KWM
612
Kingsview Wealth Management
Oregon
$234K -$6.63K -49 -2%
BBHC
613
Brown Brothers Harriman & Co
New York
$232K +$135 +1 +0.1%
PA
614
Parallel Advisors
California
$232K +$45K +333 +21%
WB
615
Webster Bank
Connecticut
$231K – – –
QCG
616
Quadrant Capital Group
Ohio
$228K -$87.9K -650 -26%
SIA
617
SkyView Investment Advisors
New Jersey
$227K -$15.6K -115 -6%
FCAG
618
First Capital Advisors Group
New Jersey
$227K +$253K +1,873 New
MFG
619
Merit Financial Group
Georgia
$226K -$1.89K -14 -0.7%
EM
620
Excalibur Management
Massachusetts
$226K – – –
MKC
621
M. Kraus & Co
Vermont
$226K – – –
BBNA
622
Bremer Bank National Association
Minnesota
$225K – – –
BSW
623
Buckingham Strategic Wealth
Missouri
$225K +$250K +1,852 New
EGA
624
Eagle Global Advisors
Texas
$224K – – –
CI
625
Cigna Investments
Connecticut
$223K -$89.7K -663 -27%
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