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Dow Inc
DOW

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
726
Simplicity Solutions
Minnesota
$659K -$3.08M -51,455 -83%
JWCA
727
J.W. Coons Advisors
Ohio
$656K – – –
EM
728
Excalibur Management
Massachusetts
$653K +$40.8K +682 +7%
EWA
729
EP Wealth Advisors
California
$653K +$123K +2,053 +25%
CT
730
Columbia Trust
Oregon
$652K +$59.5K +994 +11%
NNP
731
Nachman Norwood & Parrott
South Carolina
$645K – – –
BMC
732
Beaton Management Company
Massachusetts
$640K – – –
SG
733
StoneX Group
New York
$636K +$51.4K +859 +9%
OWM
734
OneAscent Wealth Management
Alabama
$635K -$545K -9,100 -48%
KTC
735
Kistler-Tiffany Companies
Pennsylvania
$632K +$124K +2,077 +27%
OA
736
Oxbow Advisors
Texas
$631K -$60 -1 -0%
AAS
737
Avantax Advisory Services
Texas
$630K +$54.4K +909 +10%
GFA
738
Gifford Fong Associates
California
$628K – – –
BSW
739
Buckingham Strategic Wealth
Missouri
$625K +$4.85K +81 +0.8%
AWA
740
Arkadios Wealth Advisors
Georgia
$625K +$11.9K +199 +2%
PFSC
741
Peoples Financial Services Corp
Pennsylvania
$619K – – –
AWE
742
Avidian Wealth Enterprises
Texas
$619K +$57K +952 +11%
CAI
743
Capital Advisors Inc
Oklahoma
$613K +$88.4K +1,477 +18%
GI
744
Gradient Investments
Minnesota
$609K +$65.5K +1,095 +13%
SWMP
745
Signature Wealth Management Partners
New Jersey
$605K -$12K -200 -2%
CCP
746
Corient Capital Partners
California
$604K +$72.3K +1,209 +15%
QP
747
Quilter Plc
United Kingdom
$603K -$69.8K -1,166 -11%
MIC
748
Meridian Investment Counsel
California
$596K – – –
TAIM
749
TD Ameritrade Investment Management
Nebraska
$596K – – –
CIC
750
Carnegie Investment Counsel
Ohio
$592K +$19.4K +325 +4%
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