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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
901
Institutional & Family Asset Management
Colorado
$500K -$260K -1,195 -33%
PTC
902
Private Trust Company
Ohio
$499K -$26.9K -124 -5%
EWA
903
EP Wealth Advisors
California
$494K +$21.7K +100 +4%
CTFG
904
Capstone Triton Financial Group
Oklahoma
$494K +$55.6K +256 +12%
ACP
905
Ashfield Capital Partners
California
$492K -$28.5K -131 -5%
MLL
906
Moody Lynn & Lieberson
Massachusetts
$492K -$4.35K -20 -0.8%
MS
907
Madden Securities
Texas
$492K – – –
CF
908
Copperwynd Financial
Arizona
$492K +$15.6K +72 +3%
EWA
909
Exencial Wealth Advisors
Oklahoma
$490K -$15.6K -72 -3%
IAN
910
Integrated Advisors Network
Texas
$486K – – –
BOM
911
Bank of Marin
California
$480K – – –
CCA
912
Checchi Capital Advisers
California
$477K -$22.8K -105 -4%
WPW
913
Waldron Private Wealth
Pennsylvania
$476K -$435 -2 -0.1%
1SB
914
1ST Source Bank
Indiana
$475K +$245K +1,125 +95%
WSFS
915
Wilmington Savings Fund Society
Delaware
$474K +$16.5K +76 +3%
ATC
916
Argent Trust Co
Tennessee
$471K -$5.65K -26 -1%
MJP
917
Michael J. Puzo
$458K -$5.43K -25 -1%
LTI
918
Laffer Tengler Investments
Tennessee
$457K +$65K +299 +16%
DBT
919
Dubuque Bank & Trust
Iowa
$454K -$106K -487 -18%
RA
920
RFG Advisory
Alabama
$452K -$27.4K -126 -5%
CP
921
Covenant Partners
Tennessee
$451K – – –
FF
922
FourThought Financial
Florida
$451K +$3.04K +14 +0.6%
WI
923
Wintrust Investments
Illinois
$450K -$52.2K -240 -10%
DT
924
Diversified Trust
Tennessee
$449K -$38.5K -177 -8%
MWM
925
Meridian Wealth Management
Kentucky
$449K +$217 +1 +0%