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Name Holding Trade Value Shares
Change
Change in
Stake
PG
451
Patten Group
Tennessee
$521K – – –
CCFCSB
452
Cape Cod Five Cents Savings Bank
Massachusetts
$519K – – –
AI
453
Atria Investments
North Carolina
$517K +$480K +4,484 New
BCWM
454
Bartlett & Co Wealth Management
Ohio
$516K -$4.39K -41 -0.9%
AW
455
Alpha Windward
Massachusetts
$516K -$32.5K -303 -6%
HAM
456
Highstreet Asset Management
Ontario, Canada
$512K -$15.4K -144 -3%
AB
457
Atlas Brown
Kentucky
$511K – – –
RIG
458
Renaissance Investment Group
Massachusetts
$510K – – –
HB
459
Horizon Bancorp
Indiana
$510K +$474K +4,425 New
Aristotle Capital Management
460
Aristotle Capital Management
California
$498K – – –
WAM
461
Wealthspire Advisors (Maryland)
Maryland
$478K +$123K +1,150 +38%
TCOT
462
Trust Company of Toledo
Ohio
$474K – – –
WP
463
WealthShield Partners
North Carolina
$473K -$132K -1,237 -23%
MGIM
464
M&G Investment Management
United Kingdom
$473K +$441K +4,114 New
VWM
465
Valley Wealth Managers
New Jersey
$461K -$342K -3,191 -44%
MJP
466
Michael J. Puzo
$461K – – –
MFG
467
MidWestOne Financial Group
Iowa
$461K – – –
CIBC Private Wealth Group
468
CIBC Private Wealth Group
Georgia
$459K -$171K -1,600 -29%
PCM
469
Prelude Capital Management
New York
$457K -$10.3K -96 -2%
CI
470
CX Institutional
Indiana
$454K – – –
DADC
471
D.A. Davidson & Co
Montana
$451K -$53.6K -500 -11%
AA
472
Ancora Advisors
Ohio
$444K -$182K -1,700 -31%
FA
473
FDx Advisors
Illinois
$444K +$11.2K +105 +3%
NWP
474
Northstar Wealth Partners
Connecticut
$442K -$48.2K -450 -10%
TF
475
TRH Financial
Iowa
$441K +$407K +3,802 New