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Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1301
Sanders Morris Harris
Texas
$662K – – –
AI
1302
Accredited Investors
Minnesota
$660K – – –
PMFA
1303
Plante Moran Financial Advisors
Michigan
$659K +$74.9K +581 +13%
TCOO
1304
Trust Company of Oklahoma
Oklahoma
$659K -$4.64K -36 -0.7%
HA
1305
Halsey Associates
Connecticut
$656K – – –
DG
1306
Davidson & Garrard
Virginia
$655K -$16.8K -130 -3%
CA
1307
Callahan Advisors
Texas
$655K +$7.99K +62 +1%
SAM
1308
SignalPoint Asset Management
Missouri
$649K +$7.48K +58 +1%
SCP
1309
Sandhill Capital Partners
New York
$648K +$29K +225 +5%
UBG
1310
United Bank (Georgia)
Georgia
$647K +$622K +4,828 New
MC
1311
Maverick Capital
Texas
$646K +$23.2K +180 +4%
UBWV
1312
United Bank (West Virginia)
West Virginia
$646K +$94.9K +736 +18%
SAM
1313
Selway Asset Management
$644K -$12.9K -100 -2%
TBA
1314
Train Babcock Advisors
New York
$644K +$21.3K +165 +4%
GIA
1315
GHP Investment Advisors
Colorado
$644K +$406K +3,149 +190%
MC
1316
Mathes Company
New York
$640K – – –
JFGLC
1317
Johnson Financial Group LLC (Colorado)
Colorado
$638K +$613K +4,757 New
GLI
1318
Guardian Life Insurance
New York
$626K +$1.8K +14 +0.3%
AIM
1319
Arcadia Investment Management
Michigan
$625K +$21.3K +165 +4%
GW
1320
GW & Wade
Massachusetts
$625K +$38.8K +301 +7%
AA
1321
ALPS Advisors
Colorado
$625K +$39.4K +306 +7%
JWA
1322
JFS Wealth Advisors
Pennsylvania
$623K +$17.3K +134 +3%
FIB
1323
First Interstate Bank
Montana
$621K -$17.4K -135 -3%
PAM
1324
Peak Asset Management
Colorado
$620K +$298K +2,315 +100%
GT
1325
Greenleaf Trust
Michigan
$620K +$596K +4,624 New
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