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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1801
Merriman Wealth Management
Washington
$15.5M +$125K +689 +0.8%
MJP
1802
Michael J. Puzo
$15.5M +$701K +3,856 +4%
NPF
1803
Norris Perne & French
Michigan
$15.5M -$473K -2,601 -3%
PR
1804
Payden & Rygel
California
$15.4M +$14M +77,200 +598%
PRIG
1805
Payden & Rygel Investment Group
California
$15.4M +$16.4M +90,100 New
GAM
1806
Grandview Asset Management
Pennsylvania
$15.4M -$304K -1,671 -2%
TF
1807
Trek Financial
Arizona
$15.4M +$261K +1,436 +2%
IPW
1808
Inlet Private Wealth
Florida
$15.4M – – –
HC
1809
Hendley & Co
Ohio
$15.4M +$138K +761 +0.9%
SIP
1810
Stoneridge Investment Partners
Pennsylvania
$15.3M +$890K +4,896 +6%
WE
1811
Wealth Effects
Massachusetts
$15.3M -$1.19M -6,568 -7%
PWPS
1812
Pinnacle Wealth Planning Services
Ohio
$15.3M +$207K +1,139 +1%
SL
1813
Salomon & Ludwin
Virginia
$15.3M -$505K -2,778 -3%
KAM
1814
Knightsbridge Asset Management
California
$15.3M – – –
TWM
1815
Tanager Wealth Management
United Kingdom
$15.3M +$465K +2,560 +3%
NG
1816
NatWest Group
United Kingdom
$15.3M +$1.31M +7,184 +9%
FC
1817
Fusion Capital
South Carolina
$15.3M -$365K -2,010 -2%
AA
1818
Advisory Alpha
Michigan
$15.3M +$986K +5,425 +6%
PAM
1819
Pegasus Asset Management
New York
$15.3M -$255K -1,405 -2%
ICP
1820
Ironvine Capital Partners
Nebraska
$15.3M -$9.31M -51,221 -37%
TIA
1821
Traphagen Investment Advisors
New Jersey
$15.2M +$487K +2,681 +3%
FTWA
1822
Fifth Third Wealth Advisors
Ohio
$15.2M +$3.03M +16,671 +23%
GCA
1823
Gradient Capital Advisors
California
$15.2M -$1.06M -5,849 -6%
BB
1824
Berkshire Bank
Massachusetts
$15.2M -$1.49M -8,177 -8%
FNC
1825
First National Corp
Massachusetts
$15.1M – – –
71 72
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