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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
FMAEN1
651
Fund Management at Engine No 1
California
$257K +$21.7K +148 +10%
NP
652
Nilsine Partners
Colorado
$257K +$248K +1,692 New
PCM
653
Parsons Capital Management
Rhode Island
$256K – – –
MCM
654
Manchester Capital Management
Vermont
$256K – – –
CI
655
Cigna Investments
Connecticut
$255K -$5.87K -40 -2%
BFM
656
Boothbay Fund Management
New York
$254K -$413K -2,810 -63%
BTI
657
Blue Trust Inc
Georgia
$253K +$23K +157 +9%
SAM
658
Seelaus Asset Management
New Jersey
$252K +$250K +1,702 New
9WM
659
9258 Wealth Management
Ohio
$251K -$1.17K -8 -0.5%
RCM
660
Raleigh Capital Management
North Carolina
$251K +$17.3K +118 +8%
MHIC
661
Marble Harbor Investment Counsel
Massachusetts
$243K – – –
CF
662
Copperwynd Financial
Arizona
$240K +$232K +1,582 New
WPC
663
Wedmont Private Capital
Pennsylvania
$240K +$13.7K +93 +6%
BAM
664
Belpointe Asset Management
Nevada
$240K +$59.3K +404 +34%
OFG
665
Oxford Financial Group
Indiana
$239K – – –
BBNA
666
Bremer Bank National Association
Minnesota
$236K – – –
PCS
667
Personal CFO Solutions
New Jersey
$234K +$226K +1,540 New
APG
668
Abacus Planning Group
South Carolina
$231K – – –
AWA
669
Arkadios Wealth Advisors
Georgia
$231K +$294 +2 +0.1%
BFPW
670
BOK Financial Private Wealth
Colorado
$228K – – –
PCM
671
Prelude Capital Management
New York
$227K +$219K +1,493 New
PA
672
Profund Advisors
Maryland
$227K -$9.98K -68 -4%
MFA
673
Mayflower Financial Advisors
Massachusetts
$222K +$215K +1,464 New
BL
674
Balentine LLC
Georgia
$222K -$5.58K -38 -3%
BIM
675
Baldwin Investment Management
Pennsylvania
$220K +$213K +1,450 New
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