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Dow Inc
DOW

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
801
Smartleaf Asset Management
Massachusetts
$416K +$16.8K +359 +4%
MSA
802
MUFG Securities Americas
New York
$415K +$482K +10,336 New
KWM
803
Keebeck Wealth Management
Illinois
$413K +$4.34K +93 +0.9%
FZCM
804
Flynn Zito Capital Management
New York
$413K -$81.2K -1,740 -14%
GRP
805
Global Retirement Partners
California
$411K -$36.9K -791 -7%
PMSA
806
Patrick M. Sweeney & Associates
Illinois
$406K +$13.3K +285 +3%
DAS
807
Diversify Advisory Services
Utah
$404K +$128K +2,744 +35%
MYAM
808
Meiji Yasuda Asset Management
Japan
$403K – – –
BIA
809
Beacon Investment Advisors
Maryland
$401K – – –
CWP
810
Cyndeo Wealth Partners
Florida
$400K +$465K +9,956 New
FNBTCON
811
First National Bank & Trust Co of Newtown
Pennsylvania
$399K -$32.6K -699 -7%
BFPW
812
BOK Financial Private Wealth
Colorado
$396K -$44K -943 -9%
OA
813
Oxbow Advisors
Texas
$396K – – –
IFWM
814
Institute for Wealth Management
Colorado
$394K -$28.3K -607 -6%
HR
815
Howe & Rusling
New York
$394K -$1.03K -22 -0.2%
GFA
816
Gifford Fong Associates
California
$394K – – –
SC
817
Schulhoff & Co
Ohio
$391K – – –
CCA
818
Cobblestone Capital Advisors
New York
$390K -$47.1K -1,010 -9%
SAM
819
Secure Asset Management
Michigan
$387K +$43.4K +931 +11%
SYBT
820
Stock Yards Bank & Trust
Kentucky
$387K -$112K -2,410 -20%
HWMO
821
Heritage Wealth Management (Ohio)
Ohio
$386K – – –
HI
822
Horizon Investments
North Carolina
$385K +$3.87K +83 +0.9%
HFRG
823
Houlihan Financial Resource Group
Virginia
$384K – – –
SWP
824
Strategic Wealth Partners
Ohio
$381K -$75.7K -1,622 -14%
CFGS
825
Concourse Financial Group Securities
Alabama
$381K -$14.7K -315 -3%
31 32
33
34 35