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Dow Inc
DOW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1076
SevenBridge Financial Group
Pennsylvania
$313K +$296K +4,911 New
CSPIA
1077
Cary Street Partners Investment Advisory
Virginia
$312K -$69.7K -1,156 -19%
AIM
1078
Athena Investment Management
California
$310K +$298K +4,940 New
BCWM
1079
Bartlett & Co Wealth Management
Ohio
$309K – – –
BC
1080
Bartlett & Co
Ohio
$309K – – –
BIM
1081
Bridges Investment Management
Nebraska
$309K – – –
OIM
1082
Orca Investment Management
Oregon
$307K – – –
TCA
1083
Transcend Capital Advisors
New Jersey
$307K +$14.5K +241 +5%
SFG
1084
Summit Financial Group
West Virginia
$306K -$58.1K -964 -17%
SWMP
1085
Signature Wealth Management Partners
New Jersey
$305K -$37.7K -625 -12%
SB
1086
Simmons Bank
Arkansas
$305K -$1.27K -21 -0.4%
VDI
1087
Vaughan David Investments
Illinois
$304K -$10.4K -173 -4%
BSA
1088
Bull Street Advisors
Georgia
$304K – – –
AC
1089
ASB Consultores
Florida
$303K – – –
WA
1090
Wealth Alliance
New York
$302K +$11.7K +194 +4%
HVIA
1091
Hudson Valley Investment Advisors
New York
$301K -$483 -8 -0.2%
KWMG
1092
King Wealth Management Group
Florida
$301K – – –
PFBT
1093
Parkside Financial Bank & Trust
Missouri
$300K +$22.7K +376 +9%
I
1094
INVST
Indiana
$298K -$1.39K -23 -0.5%
GVAG
1095
Great Valley Advisor Group
Delaware
$298K +$6.7K +111 +2%
AFP
1096
Ausdal Financial Partners
Iowa
$297K -$24.1K -399 -8%
HCM
1097
Howland Capital Management
Massachusetts
$297K – – –
LI
1098
Lafayette Investments
Maryland
$297K – – –
CBA
1099
Coastal Bridge Advisors
Connecticut
$295K +$965 +16 +0.3%
CHA
1100
Carmichael Hill & Associates
Maryland
$293K +$7.6K +126 +3%
42 43
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