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DOV

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
901
Isthmus Partners
Wisconsin
$207K +$201K +922 New
EHAM
902
Eagle Harbor Asset Management
Washington
$206K +$200K +920 New
4WM
903
4J Wealth Management
Virginia
$206K +$200K +917 New
ACM
904
Advisors Capital Management
New Jersey
$206K +$200K +917 New
CWM
905
Chesapeake Wealth Management
Virginia
$204K +$198K +909 New
EB
906
Eastern Bank
Massachusetts
$203K -$25.9K -119 -12%
BIM
907
Bridges Investment Management
Nebraska
$202K +$197K +902 New
KWM
908
Koa Wealth Management
California
$202K +$196K +900 New
MJP
909
Michael J. Puzo
$202K +$196K +900 New
AFGAS
910
Allegiance Financial Group Advisory Services
Virginia
$202K -$38.1K -175 -16%
WHG
911
Westwood Holdings Group
Texas
$201K +$196K +898 New
CAM
912
Cidel Asset Management
Ontario, Canada
$201K +$195K +896 New
MFGM
913
Marshall Financial Group (Maryland)
Maryland
$201K -$878K -4,030 -82%
CMBA
914
C.M. Bidwell & Associates
Hawaii
$183K -$5.45K -25 -3%
CF
915
Centaurus Financial
California
$178K – – –
1IA
916
1620 Investment Advisors
Massachusetts
$177K +$2.18K +10 +1%
PCM
917
Penserra Capital Management
California
$175K +$1.09K +5 +0.6%
EWP
918
Elevation Wealth Partners
California
$171K – – –
HP
919
Havemeyer Place
Connecticut
$168K +$164K +751 New
LFG
920
Larson Financial Group
Missouri
$167K +$5.67K +26 +4%
GTAM
921
Global Trust Asset Management
Florida
$160K – – –
MPWT
922
MassMutual Private Wealth & Trust
Connecticut
$155K -$10.5K -48 -7%
CT
923
Colonial Trust
South Carolina
$146K – – –
O
924
Ossiam
France
$145K +$141K +647 New
CYG
925
Clean Yield Group
Vermont
$142K – – –
35 36
37
38 39