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Dow Inc
DOW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIG
751
Partners Capital Investment Group
Massachusetts
$227K +$301K +8,300 New
FCM
752
Fieldview Capital Management
Michigan
$226K +$300K +8,277 New
CIA
753
Choate Investment Advisors
Massachusetts
$225K -$11K -303 -4%
GWP
754
Gen-Wealth Partners
Michigan
$225K -$23.3K -643 -7%
IF
755
IRON Financial
Illinois
$224K +$21.7K +599 +8%
YIM
756
Yoffe Investment Management
Pennsylvania
$223K +$181 +5 +0.1%
NWA
757
New World Advisors
Massachusetts
$220K +$292K +8,050 New
FFN
758
Focus Financial Network
Minnesota
$220K -$18.3K -505 -6%
AIM
759
Athena Investment Management
California
$220K -$48.7K -1,343 -14%
BFPW
760
BOK Financial Private Wealth
Colorado
$219K -$66.6K -1,836 -19%
RFN
761
RDA Financial Network
Iowa
$217K +$29.1K +801 +11%
CFP
762
Catalyst Financial Partners
Massachusetts
$216K +$33.8K +932 +13%
IAA
763
Independent Advisor Alliance
North Carolina
$214K -$45.1K -1,244 -14%
VSQM
764
V-Square Quantitative Management
Illinois
$213K -$37.8K -1,042 -12%
LFAS
765
Level Four Advisory Services
Texas
$212K -$8.56K -236 -3%
NFSG
766
Newbridge Financial Services Group
Florida
$211K +$105K +2,883 +60%
SIS
767
Sound Income Strategies
Florida
$210K -$6.9K -190 -2%
CIS
768
Custom Index Systems
New York
$209K -$302K -8,324 -52%
JTWM
769
Jackson Thornton Wealth Management
Alabama
$209K -$102K -2,798 -27%
BCV
770
Banque Cantonale Vaudoise
Switzerland
$207K -$552K -15,198 -67%
MIP
771
Marietta Investment Partners
Wisconsin
$207K – – –
SAM
772
Silvercrest Asset Management
New York
$206K -$12.6K -347 -4%
NG
773
Norden Group
Utah
$205K -$14.4K -397 -5%
SAM
774
Smartleaf Asset Management
Massachusetts
$204K – – –
WIM
775
WealthPlan Investment Management
Nebraska
$204K -$6.46K -178 -2%
29 30
31
32 33