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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
651
Optimum Investment Advisors
Illinois
$108K – – –
KFP
652
KB Financial Partners
New Jersey
$105K +$4.85K +38 +4%
IUHSA
653
Itau Unibanco Holding S.A.
Brazil
$105K +$115K +901 New
SC
654
SouthState Corp
Florida
$101K – – –
M
655
MOTCO
Texas
$98K +$90K +705 +518%
BFEC
656
Benjamin F. Edwards & Company
Missouri
$97K -$1.66K -13 -2%
BC
657
Barrett & Company
Rhode Island
$96.8K +$91.3K +715 New
IFAM
658
Institutional & Family Asset Management
Colorado
$93K – – –
TFP
659
Tilia Fiduciary Partners
North Carolina
$93K +$10.3K +81 +12%
WTC
660
WhitTier Trust Company
Nevada
$91K -$3.45K -27 -3%
ASBI
661
American State Bank (Iowa)
Iowa
$87.6K – – –
BTI
662
Blue Trust Inc
Georgia
$85K +$15.1K +118 +20%
GTAM
663
Global Trust Asset Management
Florida
$83K – – –
WTA
664
Washington Trust Advisors
Massachusetts
$80K – – –
PCM
665
Penserra Capital Management
California
$80K +$2.04K +16 +2%
NL
666
NVWM LLC
Pennsylvania
$77K – – –
CYG
667
Clean Yield Group
Vermont
$74K – – –
MMG
668
Monetary Management Group
Missouri
$70K – – –
AA
669
Alta Advisers
United Kingdom
$70K +$76.6K +600 New
CFGS
670
Concourse Financial Group Securities
Alabama
$68K +$3.32K +26 +5%
NR
671
Newfound Research
Massachusetts
$67K -$2.94K -23 -4%
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$66K +$7.91K +62 +12%
FF
673
FourThought Financial
Florida
$65K +$255 +2 +0.4%
RMC
674
Resources Management Corp
Connecticut
$64K – – –
ST
675
Smithfield Trust
Pennsylvania
$64K – – –
25 26
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