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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
626
Kore Private Wealth
New York
$294K +$46K +278 +17%
EM
627
Excalibur Management
Massachusetts
$292K – – –
B
628
Bailard
California
$291K +$310K +1,869 New
PTC
629
Private Trust Company
Ohio
$291K +$310K +1,869 New
MKC
630
M. Kraus & Co
Vermont
$290K – – –
BBNA
631
Bremer Bank National Association
Minnesota
$288K -$37.8K -228 -11%
EGA
632
Eagle Global Advisors
Texas
$287K – – –
PCM
633
Parsons Capital Management
Rhode Island
$286K +$16.6K +100 +6%
PA
634
Parallel Advisors
California
$286K +$50.3K +304 +20%
EF
635
Empirical Finance
Pennsylvania
$284K +$16.7K +101 +6%
EP
636
Edgestream Partners
New Jersey
$283K +$301K +1,820 New
IWC
637
Integrated Wealth Concepts
Massachusetts
$282K +$5.8K +35 +2%
IC
638
IEQ Capital
California
$281K +$11.3K +68 +4%
SPC
639
Sigma Planning Corp
Michigan
$281K +$14.6K +88 +5%
SCA
640
Snowden Capital Advisors
New York
$280K -$28K -169 -9%
QI
641
Qtron Investments
Massachusetts
$278K -$811K -4,894 -73%
BCM
642
Brookstone Capital Management
Illinois
$278K -$27K -163 -8%
MCM
643
MAI Capital Management
Ohio
$278K +$14.2K +86 +5%
PMFA
644
Plante Moran Financial Advisors
Michigan
$277K +$26.7K +161 +10%
VAS
645
Vestmark Advisory Solutions
Massachusetts
$276K +$294K +1,773 New
WCA
646
Westover Capital Advisors
Delaware
$275K -$10.9K -66 -4%
IC
647
Intersect Capital
California
$275K +$19K +115 +7%
MFA
648
Mayflower Financial Advisors
Massachusetts
$274K -$16.4K -99 -6%
CAM
649
Cubic Asset Management
Massachusetts
$272K – – –
B
650
Barings
North Carolina
$272K +$290K +1,750 New
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