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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
C
626
Certuity
Florida
$443K +$211K +1,099 +77%
MPWT
627
MassMutual Private Wealth & Trust
Connecticut
$441K +$20.8K +108 +4%
BTI
628
Blue Trust Inc
Georgia
$441K +$69K +359 +17%
WIM
629
Waverton Investment Management
United Kingdom
$431K – – –
TTWM
630
TCV Trust & Wealth Management
Virginia
$430K -$5K -26 -1%
MWPCG
631
Measured Wealth Private Client Group
New Hampshire
$429K – – –
PA
632
Parallel Advisors
California
$429K +$12.3K +64 +3%
GSEP
633
Golden State Equity Partners
California
$428K -$60K -312 -11%
MSA
634
MUFG Securities Americas
New York
$427K +$77.5K +403 +20%
MFG
635
Mosaic Financial Group
Illinois
$425K – – –
FNFDCM
636
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$423K -$961 -5 -0.2%
KWM
637
Kingsview Wealth Management
Oregon
$421K -$24K -125 -5%
MM
638
MQS Management
New York
$418K +$458K +2,381 New
TBA
639
Tower Bridge Advisors
Pennsylvania
$416K – – –
AC
640
Avestar Capital
New York
$411K -$122K -632 -21%
CSB
641
City State Bank
Iowa
$407K – – –
IAS
642
Insigneo Advisory Services
Florida
$405K +$33.5K +174 +8%
SIMG
643
Sonora Investment Management Group
Arizona
$402K -$9.61K -50 -2%
KIA
644
KCM Investment Advisors
California
$402K – – –
WPC
645
Wedmont Private Capital
Pennsylvania
$402K +$2.69K +14 +0.6%
AWA
646
Arkadios Wealth Advisors
Georgia
$401K +$146K +759 +50%
AFG
647
Atomi Financial Group
New York
$400K +$56K +291 +15%
MSFS
648
Main Street Financial Solutions
Pennsylvania
$398K +$2.31K +12 +0.5%
MOS
649
MGO One Seven
Ohio
$395K -$6.34K -33 -1%
FB
650
Fulton Bank
Pennsylvania
$394K -$6.34K -33 -1%
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