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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
751
Hengehold Capital Management
Ohio
$335K +$218 +1 +0.1%
OFG
752
Oxford Financial Group
Indiana
$334K – – –
NICM
753
Neo Ivy Capital Management
New York
$334K +$324K +1,487 New
NB
754
NBT Bank
New York
$333K -$3.92K -18 -1%
OAM
755
Ostrum Asset Management
France
$332K +$147K +675 +84%
1C
756
111 Capital
France
$331K +$321K +1,474 New
PF
757
Phoenix Financial
Israel
$330K +$25.3K +116 +9%
MM
758
MQS Management
New York
$329K +$319K +1,466 New
B
759
Bailard
California
$326K +$6.32K +29 +2%
OIAM
760
OFI Invest Asset Management
France
$325K +$361K +1,659 New
BIM
761
Baldwin Investment Management
Pennsylvania
$325K – – –
CPW
762
Cove Private Wealth
New York
$325K +$316K +1,450 New
GIM
763
Goelzer Investment Management
Indiana
$325K -$173K -796 -35%
BTI
764
Blue Trust Inc
Georgia
$324K +$26.4K +121 +9%
PPF
765
PFA Pension Forsikringsaktieselskab
$320K -$27M -124,047 -99%
EI
766
Ellevest Inc
New York
$319K +$50.3K +231 +19%
TCA
767
Transcend Capital Advisors
New Jersey
$318K +$24K +110 +8%
JF
768
JMN Financial
Ohio
$318K -$57.5K -264 -16%
PPWP
769
Premier Path Wealth Partners
New Jersey
$314K -$2.18K -10 -0.7%
FMWA
770
Forvis Mazars Wealth Advisors
Missouri
$313K +$304K +1,397 New
PWA
771
Prairie Wealth Advisors
Nebraska
$310K – – –
GRP
772
Global Retirement Partners
California
$309K +$300K +1,376 New
DWM
773
Drive Wealth Management
Utah
$308K +$84.5K +388 +39%
ACA
774
Aptus Capital Advisors
Alabama
$307K +$654 +3 +0.2%
CIM
775
Cambria Investment Management
California
$305K +$297K +1,362 New
29 30
31
32 33