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Dow Inc
DOW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
926
Biltmore Family Office
North Carolina
$415K – – –
PMG
927
ProVise Management Group
Florida
$415K +$81.1K +1,510 +23%
BFS
928
Bard Financial Services
Connecticut
$415K – – –
FHA
929
Flagship Harbor Advisors
Massachusetts
$413K -$15.3K -285 -3%
KFC
930
Klingenstein Fields & Co
New York
$413K +$430K +8,010 New
FCB
931
First County Bank
Connecticut
$412K +$91.9K +1,712 +27%
CWP
932
CFM Wealth Partners
Texas
$410K +$30.8K +574 +8%
BHPW
933
Beverly Hills Private Wealth
California
$409K -$366K -6,824 -46%
RA
934
RFG Advisory
Alabama
$408K +$77.5K +1,444 +22%
ECG
935
Edge Capital Group
Georgia
$406K -$1.36M -25,346 -76%
EWM
936
Evercore Wealth Management
New York
$405K -$22K -409 -5%
CIA
937
Choate Investment Advisors
Massachusetts
$405K +$422K +7,860 New
DPIM
938
Duff & Phelps Investment Management
Illinois
$403K -$13.2K -246 -3%
QT
939
Quantamental Technologies
New York
$402K -$424K -7,904 -50%
NL
940
NWAM LLC
Washington
$402K -$61.6K -1,147 -13%
PFSC
941
Peoples Financial Services Corp
Pennsylvania
$401K -$12.2K -227 -3%
RCM
942
RB Capital Management
Nevada
$401K +$3.17K +59 +0.8%
LWP
943
LMG Wealth Partners
Louisiana
$400K +$161 +3 +0%
SOS
944
Silver Oak Securities
Tennessee
$399K +$63.8K +1,189 +18%
SIA
945
Schechter Investment Advisors
Michigan
$397K -$14.7K -273 -3%
IGWM
946
ICA Group Wealth Management
Colorado
$394K – – –
CI
947
Cigna Investments
Connecticut
$390K -$58.1K -1,083 -13%
MIP
948
Marietta Investment Partners
Wisconsin
$390K – – –
MSWM
949
McGlone Suttner Wealth Management
Wisconsin
$386K +$27.3K +509 +7%
VT
950
Vise Technologies
New York
$385K -$78.8K -1,467 -16%
36 37
38
39 40