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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
776
AMG National Trust Bank
Colorado
$305K – – –
IAS
777
Insigneo Advisory Services
Florida
$305K +$654 +3 +0.2%
CCMG
778
Clark Capital Management Group
Pennsylvania
$305K -$10K -46 -3%
HBT
779
Hills Bank & Trust
Iowa
$303K – – –
CF
780
Clarity Financial
Texas
$301K +$218 +1 +0.1%
HCM
781
Howland Capital Management
Massachusetts
$301K -$6.32K -29 -2%
CC
782
Cornerstone Capital
California
$301K – – –
SFSG
783
Sound Financial Strategies Group
Mississippi
$301K +$10.5K +48 +4%
ZF
784
Zhang Financial
Michigan
$298K +$218 +1 +0.1%
QC
785
Quent Capital
New York
$298K +$30.1K +138 +12%
HIS
786
Harvest Investment Services
Illinois
$295K +$20.7K +95 +8%
MFA
787
Mayflower Financial Advisors
Massachusetts
$294K -$1.09K -5 -0.4%
SCG
788
Sonata Capital Group
Washington
$294K – – –
PA
789
Profund Advisors
Maryland
$293K +$8.06K +37 +3%
TWIM
790
TIAA Wealth Investment Management
New York
$291K -$21.6K -99 -7%
BC
791
Barrett & Company
Rhode Island
$291K +$201K +922 +246%
VFA
792
Valeo Financial Advisors
Indiana
$291K +$24K +110 +9%
AIM
793
Aigen Investment Management
New York
$290K +$282K +1,295 New
FDS
794
Freedom Day Solutions
Texas
$290K – – –
APG
795
Abacus Planning Group
South Carolina
$290K +$3.49K +16 +1%
CA
796
Commerzbank Aktiengesellschaft
Germany
$287K -$10.7K -49 -4%
VVP
797
Venture Visionary Partners
Ohio
$285K +$218 +1 +0.1%
AWP
798
Abacus Wealth Partners
California
$285K – – –
APP
799
Avantax Planning Partners
Iowa
$283K +$275K +1,263 New
MYIA
800
Mount Yale Investment Advisors
Colorado
$283K -$10K -46 -4%
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