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Dow Inc
DOW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
1201
CWA Asset Management Group
Florida
$235K +$223K +3,693 New
AA
1202
Aire Advisors
California
$234K +$3.86K +64 +2%
FF
1203
FourThought Financial
Florida
$234K +$29.1K +482 +15%
WAM
1204
WNY Asset Management
New York
$232K -$3.08K -51 -1%
CAM
1205
Claret Asset Management
Quebec, Canada
$232K -$1.63K -27 -0.7%
KA
1206
Klingman & Associates
New York
$230K +$218K +3,607 New
SFG
1207
SNS Financial Group
Minnesota
$230K +$218K +3,612 New
BCA
1208
Bay Colony Advisors
Massachusetts
$230K +$218K +3,614 New
OWM
1209
OneAscent Wealth Management
Alabama
$229K -$10.5K -174 -5%
RT
1210
Rockland Trust
Massachusetts
$229K – – –
ERIM
1211
Eagle Ridge Investment Management
Connecticut
$229K +$217K +3,597 New
CBB
1212
Citizens Business Bank
California
$229K +$217K +3,600 New
MSU
1213
Mizuho Securities USA
New York
$228K -$529K -8,778 -71%
WFA
1214
WMG Financial Advisors
Tennessee
$228K – – –
C
1215
Covestor
United Kingdom
$225K +$86.6K +1,435 +68%
AAM
1216
Augustine Asset Management
Florida
$224K +$212K +3,522 New
GCA
1217
Genesee Capital Advisors
New York
$224K +$213K +3,523 New
SWM
1218
Silverlake Wealth Management
Vermont
$224K +$212K +3,511 New
EHAM
1219
Eagle Harbor Asset Management
Washington
$223K -$30.5K -505 -13%
SIMM
1220
Stillwater Investment Management (Minnesota)
Minnesota
$223K +$211K +3,497 New
MSFS
1221
Main Street Financial Solutions
Pennsylvania
$223K +$211K +3,502 New
MFS
1222
Mirabella Financial Services
United Kingdom
$222K +$208K +3,448 New
WPP
1223
Whalerock Point Partners
Rhode Island
$222K +$210K +3,484 New
DCM
1224
Deuterium Capital Management
Florida
$222K +$210K +3,488 New
TTWM
1225
TCV Trust & Wealth Management
Virginia
$222K +$210K +3,489 New
47 48
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