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Dow Inc
DOW

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
976
Spirit of America Management Corp
New York
$357K – – –
CCA
977
Cobblestone Capital Advisors
New York
$357K +$346K +7,075 New
HIC
978
Hartline Investment Corp
Illinois
$354K +$343K +7,026 New
MFA
979
Mayflower Financial Advisors
Massachusetts
$353K -$9.23K -189 -3%
ICM
980
Islay Capital Management
Texas
$353K -$115K -2,345 -25%
RMDI
981
R.M. Davis Inc
Maine
$352K -$37.9K -775 -10%
SWA
982
Sutton Wealth Advisors
Florida
$349K +$18.2K +372 +6%
FMWA
983
Forvis Mazars Wealth Advisors
Missouri
$348K -$51K -1,044 -13%
SIC
984
SFE Investment Counsel
California
$348K – – –
RCM
985
Raleigh Capital Management
North Carolina
$348K +$12.5K +256 +4%
WDL
986
Well Done LLC
Michigan
$348K +$7.28K +149 +2%
GLA
987
Good Life Advisors
Pennsylvania
$347K +$38.1K +779 +13%
PWM
988
Perigon Wealth Management
California
$347K +$67K +1,372 +25%
PL
989
Parthenon LLC
Kentucky
$346K – – –
AC
990
Abbrea Capital
California
$344K +$15.4K +315 +5%
FIM
991
Freedom Investment Management
Connecticut
$344K +$36.1K +739 +12%
CFA
992
Compass Financial Advisors
Indiana
$342K +$6.59K +135 +2%
SWS
993
SYSTM Wealth Solutions
Illinois
$340K +$330K +6,754 New
RCM
994
RB Capital Management
Nevada
$340K +$26.3K +538 +9%
CBT
995
CoreFirst Bank & Trust
Kansas
$340K -$123K -2,519 -27%
CWP
996
CFM Wealth Partners
Texas
$338K -$12.7K -260 -4%
TCM
997
Triumph Capital Management
Colorado
$338K +$73.8K +1,511 +29%
CC
998
Cipher Capital
New York
$337K -$1.88M -38,417 -85%
RWA
999
Ropes Wealth Advisors
Massachusetts
$335K +$15K +307 +5%
FIM
1000
Fernwood Investment Management
Massachusetts
$335K – – –
38 39
40
41 42