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Dover
DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
601
Colony Group
Massachusetts
$320K +$9.84K +67 +3%
OHWA
602
Oak Hill Wealth Advisors
Virginia
$319K – – –
AIMCA
603
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$319K +$308K +2,100 New
MFG
604
Merit Financial Group
Georgia
$315K – – –
CAM
605
Cresset Asset Management
Illinois
$312K +$302K +2,056 New
SCG
606
Sonata Capital Group
Washington
$312K – – –
CA
607
Cullinan Associates
Kentucky
$304K -$87.1K -593 -23%
PWP
608
Principle Wealth Partners
Connecticut
$304K – – –
HCM
609
Hengehold Capital Management
Ohio
$301K – – –
HWA
610
Heritage Wealth Advisors
Virginia
$301K – – –
SIA
611
Schechter Investment Advisors
Michigan
$301K +$6.61K +45 +2%
MYIA
612
Mount Yale Investment Advisors
Colorado
$297K +$7.05K +48 +3%
RIG
613
Renaissance Investment Group
Massachusetts
$296K – – –
SPC
614
Stewart & Patten Company
California
$296K – – –
WB
615
WesBanco Bank
West Virginia
$296K -$1.47K -10 -0.5%
PGA
616
Portland Global Advisors
Maine
$296K – – –
SWM
617
Spire Wealth Management
Virginia
$291K +$103K +705 +58%
QT
618
Quantbot Technologies
New York
$291K +$281K +1,915 New
WB
619
Webster Bank
Connecticut
$289K – – –
CWM
620
Compass Wealth Management
Connecticut
$288K – – –
VVP
621
Venture Visionary Partners
Ohio
$286K +$42.4K +289 +18%
MKC
622
M. Kraus & Co
Vermont
$285K – – –
BBHC
623
Brown Brothers Harriman & Co
New York
$284K -$1.17K -8 -0.4%
EM
624
Excalibur Management
Massachusetts
$282K – – –
LWP
625
Lumature Wealth Partners
Georgia
$282K +$11.6K +79 +4%
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