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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
901
North Star Investment Management
Illinois
$608K +$75K +491 +15%
BTNA
902
Bremer Trust National Association
Minnesota
$607K +$114K +744 +24%
ANRIA
903
American National Registered Investment Advisor
Texas
$606K – – –
YWP
904
YorkBridge Wealth Partners
New York
$606K +$610K +3,993 New
IWMPD
905
Integrated Wealth Management (Palm Desert)
California
$604K -$118K -770 -17%
RFA
906
Reilly Financial Advisors
California
$601K +$49.2K +322 +9%
EWM
907
Empirical Wealth Management
Washington
$599K +$87.6K +574 +18%
CAM
908
Columbia Asset Management
Michigan
$596K – – –
MPWT
909
MassMutual Private Wealth & Trust
Connecticut
$592K +$565K +3,698 New
III
910
Independent Investors Inc
New York
$592K – – –
FTI
911
Fiduciary Trust International
Massachusetts
$591K +$564K +3,694 New
SIC
912
Salem Investment Counselors
North Carolina
$589K +$519K +3,403 +1,237%
AIM
913
Anchor Investment Management
South Carolina
$579K +$130K +850 +31%
HBT
914
Hills Bank & Trust
Iowa
$573K +$44.3K +290 +9%
RBA
915
Richard Bernstein Advisors
New York
$572K – – –
PAMG
916
Patton Albertson Miller Group
Tennessee
$567K -$16.8K -110 -3%
IB
917
Intrust Bank
Kansas
$564K -$51.3K -336 -9%
FI
918
FormulaFolio Investments
Michigan
$562K +$29.5K +193 +6%
BAAM
919
Baker Avenue Asset Management
California
$561K -$4.43K -29 -0.8%
SIAP
920
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$560K +$534K +3,500 New
KT
921
Kanaly Trust
Texas
$559K -$152K -995 -22%
EA
922
Elm Advisors
California
$552K – – –
FNT
923
First National Trust
Pennsylvania
$552K +$21.1K +138 +4%
PAA
924
Peregrine Asset Advisers
Oregon
$544K – – –
TPWA
925
TRUE Private Wealth Advisors
Oregon
$544K +$18.2K +119 +4%
35 36
37
38 39