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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
801
Arvest Trust
Oklahoma
$233K – – –
WI
802
Wintrust Investments
Illinois
$233K +$1.09K +3 +0.5%
IAA
803
Independent Advisor Alliance
North Carolina
$233K +$10.5K +29 +5%
PFG
804
PAX Financial Group
Texas
$232K +$13.1K +36 +6%
SW
805
SVB Wealth
Massachusetts
$232K +$216K +594 New
TPCW
806
TD Private Client Wealth
New York
$231K +$67.9K +187 +46%
CFD
807
Creative Financial Designs
Indiana
$230K -$1.42M -3,916 -87%
DWT
808
Dorsey & Whitney Trust
South Dakota
$229K -$363 -1 -0.2%
WAM
809
Weatherly Asset Management
California
$229K – – –
MIC
810
Meridian Investment Counsel
California
$226K – – –
PA
811
Parkside Advisors
California
$226K – – –
LNWTC
812
Laird Norton Wetherby Trust Company
Washington
$225K -$9.07K -25 -4%
H6H
813
Hightower 6M Holding
Kansas
$225K +$209K +577 New
CCMG
814
Clark Capital Management Group
Pennsylvania
$224K -$23.2K -64 -10%
BWP
815
BSW Wealth Partners
Colorado
$224K +$208K +574 New
SIG
816
Stonegate Investment Group
Alabama
$223K +$726 +2 +0.4%
CW
817
CreativeOne Wealth
Kansas
$223K +$3.63K +10 +2%
GC
818
Grimes & Company
Massachusetts
$222K -$18.9K -52 -8%
RFC
819
Regions Financial Corp
Alabama
$221K -$7.98K -22 -4%
FA
820
Faithward Advisors
Pennsylvania
$220K +$4.72K +13 +2%
BDF
821
Balasa Dinverno & Foltz
$220K +$9.07K +25 +5%
RC
822
RegentAtlantic Capital
New Jersey
$218K +$203K +558 New
LCP
823
Legacy Capital Partners
Wisconsin
$217K – – –
TFM
824
TFC Financial Management
Massachusetts
$217K – – –
RWB
825
RMR Wealth Builders
New Jersey
$216K -$66.4K -183 -25%
31 32
33
34 35