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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
676
Sweet Financial Partners
Minnesota
$380K – – –
PBT
677
Pictet Bank & Trust
Bahamas
$379K -$35.9K -1,000 -9%
BTIM
678
BancFirst Trust & Investment Management
Oklahoma
$377K – – –
EB
679
Eastern Bank
Massachusetts
$377K – – –
MSAM
680
Moloney Securities Asset Management
Missouri
$375K +$3.73K +104 +1%
CA
681
Crewe Advisors
Utah
$374K +$10.8K +301 +3%
SAM
682
Silvercrest Asset Management
New York
$372K – – –
VLC
683
Van Leeuwen & Company
New Jersey
$372K – – –
WCM
684
Wunderlich Capital Managemnt
Tennessee
$372K -$44.1K -1,231 -11%
PMG
685
ProVise Management Group
Florida
$372K +$88.5K +2,469 +33%
CI
686
CX Institutional
Indiana
$371K -$3.69K -103 -1%
FLPIM
687
F.L. Putnam Investment Management
Massachusetts
$371K +$34.1K +952 +11%
AWA
688
Aaron Wealth Advisors
Illinois
$369K +$351K +9,800 New
WAM
689
Winslow Asset Management
Ohio
$368K – – –
ACMA
690
Arbor Capital Management (Alaska)
Alaska
$368K -$49K -1,366 -12%
CAL
691
Capital Analysts LLC
Pennsylvania
$367K +$789 +22 +0.2%
BTI
692
Blue Trust Inc
Georgia
$363K -$115K -3,220 -25%
IFG
693
Independent Financial Group
California
$362K -$104K -2,914 -23%
EWA
694
EP Wealth Advisors
California
$362K -$28.9K -806 -8%
TA
695
TrueWealth Advisors
Alabama
$362K +$3.41K +95 +1%
SI
696
SCP Investment
California
$362K +$100K +2,800 +41%
HKAM
697
Horizon Kinetics Asset Management
New York
$359K – – –
FAM
698
Formidable Asset Management
Ohio
$356K +$99.7K +2,781 +42%
PVI
699
Pine Valley Investments
New Jersey
$356K -$14.6K -406 -4%
FCA
700
FinTrust Capital Advisors
South Carolina
$354K -$48.7K -1,357 -13%
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