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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
626
Citizens Financial Group
Rhode Island
$303K +$33.1K +200 +11%
BOPW
627
Brandywine Oak Private Wealth
Pennsylvania
$299K – – –
EI
628
Ellevest Inc
New York
$299K +$46K +278 +17%
BFPW
629
BOK Financial Private Wealth
Colorado
$296K +$3.15K +19 +1%
WB
630
Webster Bank
Connecticut
$295K – – –
QCG
631
Quadrant Capital Group
Ohio
$294K +$4.14K +25 +1%
KPW
632
Kore Private Wealth
New York
$294K +$46K +278 +17%
EM
633
Excalibur Management
Massachusetts
$292K – – –
B
634
Bailard
California
$291K +$310K +1,869 New
PTC
635
Private Trust Company
Ohio
$291K +$310K +1,869 New
MKC
636
M. Kraus & Co
Vermont
$290K – – –
BBNA
637
Bremer Bank National Association
Minnesota
$288K -$37.8K -228 -11%
EGA
638
Eagle Global Advisors
Texas
$287K – – –
PCM
639
Parsons Capital Management
Rhode Island
$286K +$16.6K +100 +6%
PA
640
Parallel Advisors
California
$286K +$50.3K +304 +20%
EF
641
Empirical Finance
Pennsylvania
$284K +$16.7K +101 +6%
EP
642
Edgestream Partners
New Jersey
$283K +$301K +1,820 New
IWC
643
Integrated Wealth Concepts
Massachusetts
$282K +$5.8K +35 +2%
IC
644
IEQ Capital
California
$281K +$11.3K +68 +4%
SPC
645
Sigma Planning Corp
Michigan
$281K +$14.6K +88 +5%
SCA
646
Snowden Capital Advisors
New York
$280K -$28K -169 -9%
QI
647
Qtron Investments
Massachusetts
$278K -$811K -4,894 -73%
BCM
648
Brookstone Capital Management
Illinois
$278K -$27K -163 -8%
MCM
649
MAI Capital Management
Ohio
$278K +$14.2K +86 +5%
PMFA
650
Plante Moran Financial Advisors
Michigan
$277K +$26.7K +161 +10%
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