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DOW

Name Holding Trade Value Shares
Change 		Change in
Stake
NSAM
1001
North Star Asset Management
Wisconsin
$230K -$28.6K -553 -12%
TWA
1002
TCI Wealth Advisors
Arizona
$230K -$775 -15 -0.4%
CA
1003
Claro Advisors
Massachusetts
$228K -$35.1K -679 -14%
BTW
1004
Boston Trust Walden
Massachusetts
$228K +$215K +4,164 New
IWC
1005
Integrated Wealth Concepts
Massachusetts
$226K +$213K +4,122 New
BC
1006
Burleson & Co
California
$225K +$52 +1 +0%
EFSCE
1007
Enterprise Financial Services Corp (EFSC)
Missouri
$224K -$45.9K -889 -18%
OC
1008
Oarsman Capital
Wisconsin
$224K -$17.5K -338 -8%
SBSB
1009
Sullivan, Bruyette, Speros & Blaney
Virginia
$224K -$6.46K -125 -3%
B
1010
Bailard
California
$223K +$211K +4,081 New
PC
1011
Port Capital
Illinois
$222K +$209K +4,050 New
DLCIG
1012
D.L. Carlson Investment Group
New Hampshire
$222K +$210K +4,056 New
CG
1013
Caprock Group
Idaho
$222K +$211K +4,076 New
FLPIM
1014
F.L. Putnam Investment Management
Massachusetts
$221K +$209K +4,045 New
ET
1015
Equitable Trust
Tennessee
$221K +$209K +4,048 New
DY
1016
Dowling & Yahnke
California
$220K -$14.7K -285 -7%
TCA
1017
Transcend Capital Advisors
New Jersey
$220K +$208K +4,024 New
ACM
1018
Alethea Capital Management
Washington
$219K +$207K +4,000 New
DSA
1019
Davis Selected Advisers
Arizona
$219K +$207K +4,000 New
HWA
1020
Heritage Way Advisors
Illinois
$219K +$207K +4,000 New
THWM
1021
Taylor Hoffman Wealth Management
Virginia
$218K -$465 -9 -0.2%
SVWAG
1022
Sound View Wealth Advisors Group
Georgia
$216K -$61.1K -1,182 -23%
CFN
1023
Cordasco Financial Network
Florida
$214K – – –
MWP
1024
Moller Wealth Partners
$213K +$201K +3,900 New
BHIA
1025
Birch Hill Investment Advisors
Massachusetts
$209K +$198K +3,829 New
39 40
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