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Dow Inc
DOW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
976
Schechter Investment Advisors
Michigan
$414K +$95.5K +1,583 +32%
DHFB
977
Dixon Hubard Feinour & Brown
Virginia
$411K -$3.44K -57 -0.9%
IUHSA
978
Itau Unibanco Holding S.A.
Brazil
$410K +$388K +6,436 New
CGL
979
Clarius Group LLC
Washington
$409K – – –
JE
980
JMAC Enterprises
Pennsylvania
$409K +$121 +2 +0%
HI
981
Horizon Investments
North Carolina
$408K +$61.8K +1,024 +19%
PWM
982
Perigon Wealth Management
California
$407K +$86.4K +1,433 +29%
MMG
983
Monetary Management Group
Missouri
$403K -$142K -2,350 -27%
BAS
984
Brown Advisory Securities
Maryland
$403K – – –
NWM
985
Northcape Wealth Management
New York
$401K +$120K +1,987 +46%
BCM
986
Bourgeon Capital Management
Connecticut
$399K – – –
FMAEN1
987
Fund Management at Engine No 1
California
$397K +$375K +6,224 New
FSA
988
Fort Sheridan Advisors
Illinois
$396K +$19.7K +326 +6%
PWPS
989
Pinnacle Wealth Planning Services
Ohio
$396K +$83.2K +1,379 +29%
FAM
990
Formidable Asset Management
Ohio
$394K +$36.6K +606 +11%
FI
991
Fractal Investments
Connecticut
$392K -$884K -14,652 -70%
BBI
992
Baxter Bros Inc
Connecticut
$392K -$3.26K -54 -0.9%
SIM
993
Sentry Investment Management
Wisconsin
$391K -$41K -679 -10%
SWA
994
Stratos Wealth Advisors
Ohio
$391K +$3.14K +52 +0.9%
TWM
995
Titus Wealth Management
California
$388K +$784 +13 +0.2%
CI
996
Conning Inc
Connecticut
$388K +$10.2K +169 +3%
AWM
997
Axxcess Wealth Management
California
$387K +$6.09K +101 +2%
XT
998
XTX Topco
Cayman Islands
$385K +$365K +6,043 New
QCG
999
Quadrant Capital Group
Ohio
$383K +$76.6K +1,270 +27%
CP
1000
Castleview Partners
Texas
$383K +$363K +6,016 New
38 39
40
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