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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
651
Brandywine Oak Private Wealth
Pennsylvania
$333K -$15.4K -91 -5%
IWC
652
Integrated Wealth Concepts
Massachusetts
$332K +$2.54K +15 +0.8%
SPC
653
Sigma Planning Corp
Michigan
$332K +$4.07K +24 +1%
CCMG
654
Clark Capital Management Group
Pennsylvania
$328K +$306K +1,805 New
1WA
655
180 Wealth Advisors
Washington
$325K -$12.9K -76 -4%
VI
656
Vestcor Inc
New Brunswick, Canada
$323K -$58.5K -345 -16%
WCA
657
Westover Capital Advisors
Delaware
$319K -$1.36K -8 -0.5%
CAM
658
Cubic Asset Management
Massachusetts
$317K – – –
DAS
659
Dynamic Advisor Solutions
Arizona
$316K +$28.7K +169 +11%
HH
660
Hilltop Holdings
Texas
$315K +$17.8K +105 +6%
RSWM
661
Robertson Stephens Wealth Management
California
$315K +$33.8K +199 +13%
CTC
662
Central Trust Company
Missouri
$314K – – –
CC
663
Cornerstone Capital
California
$314K – – –
GG
664
Gofen & Glossberg
Illinois
$314K – – –
SYBT
665
Stock Yards Bank & Trust
Kentucky
$313K – – –
CG
666
Caprock Group
Idaho
$311K +$291K +1,712 New
WT
667
Washington Trust
Rhode Island
$310K -$67K -395 -19%
CC
668
Courier Capital
New York
$309K -$120K -705 -29%
KFS
669
Kurt F. Somerville
$309K – – –
WI
670
Wahed Invest
New York
$309K +$289K +1,703 New
IC
671
Intersect Capital
California
$307K -$12.9K -76 -4%
HCM
672
Howland Capital Management
Massachusetts
$307K +$1.36K +8 +0.5%
ASN
673
Advisory Services Network
Georgia
$304K +$285K +1,677 New
CFG
674
Citizens Financial Group
Rhode Island
$303K -$47.7K -281 -14%
BCM
675
Brookstone Capital Management
Illinois
$302K -$19.7K -116 -7%
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