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Dow Inc
DOW

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
976
Ballentine Partners
Massachusetts
$414K +$53.2K +962 +16%
JF
977
Joule Financial
Kentucky
$414K +$395K +7,143 New
BWM
978
BigSur Wealth Management
Florida
$412K +$393K +7,118 New
RCM
979
RB Capital Management
Nevada
$412K -$9.84K -178 -2%
MFC
980
Mechanics Financial Corp
Ohio
$408K – – –
GM
981
GeoWealth Management
Illinois
$407K +$83.4K +1,510 +27%
KIA
982
KCM Investment Advisors
California
$407K -$9.78K -177 -2%
GI
983
GAMMA Investing
California
$406K +$66.4K +1,202 +21%
IAS
984
Insigneo Advisory Services
Florida
$406K +$9.23K +167 +2%
CL
985
Choreo LLC
Illinois
$405K -$19.8K -358 -5%
HKAM
986
Horizon Kinetics Asset Management
New York
$405K +$221 +4 +0.1%
WG
987
Welch Group
Alabama
$401K -$9.95K -180 -3%
MCM
988
Monument Capital Management
Virginia
$399K -$83.5K -1,511 -18%
MSAM
989
Moloney Securities Asset Management
Missouri
$399K -$166K -3,007 -30%
OWA
990
One Wealth Advisors
California
$395K -$249K -4,499 -40%
MSFS
991
Main Street Financial Solutions
Pennsylvania
$391K +$148K +2,682 +66%
CCM
992
Chickasaw Capital Management
Tennessee
$391K – – –
MIC
993
Meridian Investment Counsel
California
$390K – – –
MCM
994
Mill Capital Management
North Carolina
$389K – – –
MCWS
995
McKinley Carter Wealth Services
West Virginia
$389K -$5.75K -104 -2%
GIA
996
Gladstone Institutional Advisory
Florida
$387K -$111K -2,000 -23%
WDL
997
Well Done LLC
Michigan
$387K +$10.1K +183 +3%
CT
998
Chicago Trust
Illinois
$386K -$8.07K -146 -2%
JCM
999
Jag Capital Management
Missouri
$385K +$26.6K +481 +8%
HCM
1000
Hodges Capital Management
Texas
$385K -$23K -416 -6%
38 39
40
41 42