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Dow Inc
DOW

Name Holding Trade Value Shares
Change 		Change in
Stake
SBCM
576
Silverberg Bernstein Capital Management
New York
$691K – – –
EW
577
Entruity Wealth
California
$690K – – –
HIC
578
Holderness Investments Company
North Carolina
$680K -$11.2K -354 -2%
CA
579
Clearstead Advisors
Ohio
$676K +$356K +11,225 +225%
BCM
580
Brookstone Capital Management
Illinois
$676K -$130K -4,086 -20%
SW
581
SVB Wealth
Massachusetts
$675K +$412 +13 +0.1%
TCM
582
Tufton Capital Management
Maryland
$672K -$13.8K -434 -3%
LFA
583
Legacy Financial Advisors
Kentucky
$669K +$165K +5,192 +48%
PWM
584
Perigon Wealth Management
California
$668K +$51.3K +1,617 +11%
CIS
585
Custom Index Systems
New York
$665K +$506K +15,966 New
VA
586
VestGen Advisors
Illinois
$664K +$534K +16,840 New
YP
587
YANKCOM Partnership
South Dakota
$659K +$83.4K +2,631 +20%
HFBOT
588
Home Federal Bank of Tennessee
Tennessee
$656K +$107K +3,380 +27%
EGM
589
Engineers Gate Manager
New York
$655K -$3.22M -101,685 -87%
SPF
590
South Plains Financial
Texas
$655K +$43.6K +1,375 +10%
AWM
591
Apollon Wealth Management
South Carolina
$651K +$126K +3,972 +34%
WIA
592
World Investment Advisors
California
$649K – – –
LOAMU
593
Lombard Odier Asset Management (USA)
New York
$644K +$490K +15,456 New
PCS
594
Private Client Services
Kentucky
$641K +$488K +15,394 New
HA
595
Herold Advisors
New York
$640K +$63 +2 +0%
FCB
596
First County Bank
Connecticut
$636K +$144K +4,546 +42%
LC
597
Lavaca Capital
Texas
$634K +$67K +2,114 +16%
TWM
598
Topsail Wealth Management
North Carolina
$633K – – –
BTI
599
Blue Trust Inc
Georgia
$631K -$83.7K -2,640 -15%
GWM
600
Geneos Wealth Management
Colorado
$621K +$3.08K +97 +0.7%
22 23
24
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