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Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1301
Foster & Motley
Ohio
$664K -$59.7K -463 -9%
SMH
1302
Sanders Morris Harris
Texas
$662K – – –
AI
1303
Accredited Investors
Minnesota
$660K – – –
PMFA
1304
Plante Moran Financial Advisors
Michigan
$659K +$74.9K +581 +13%
TCOO
1305
Trust Company of Oklahoma
Oklahoma
$659K -$4.64K -36 -0.7%
HA
1306
Halsey Associates
Connecticut
$656K – – –
DG
1307
Davidson & Garrard
Virginia
$655K -$16.8K -130 -3%
CA
1308
Callahan Advisors
Texas
$655K +$7.99K +62 +1%
SAM
1309
SignalPoint Asset Management
Missouri
$649K +$7.48K +58 +1%
SCP
1310
Sandhill Capital Partners
New York
$648K +$29K +225 +5%
UBG
1311
United Bank (Georgia)
Georgia
$647K +$622K +4,828 New
MC
1312
Maverick Capital
Texas
$646K +$23.2K +180 +4%
UBWV
1313
United Bank (West Virginia)
West Virginia
$646K +$94.9K +736 +18%
SAM
1314
Selway Asset Management
$644K -$12.9K -100 -2%
TBA
1315
Train Babcock Advisors
New York
$644K +$21.3K +165 +4%
GIA
1316
GHP Investment Advisors
Colorado
$644K +$406K +3,149 +190%
MC
1317
Mathes Company
New York
$640K – – –
JFGLC
1318
Johnson Financial Group LLC (Colorado)
Colorado
$638K +$613K +4,757 New
GLI
1319
Guardian Life Insurance
New York
$626K +$1.8K +14 +0.3%
AIM
1320
Arcadia Investment Management
Michigan
$625K +$21.3K +165 +4%
GW
1321
GW & Wade
Massachusetts
$625K +$38.8K +301 +7%
AA
1322
ALPS Advisors
Colorado
$625K +$39.4K +306 +7%
JWA
1323
JFS Wealth Advisors
Pennsylvania
$623K +$17.3K +134 +3%
FIB
1324
First Interstate Bank
Montana
$621K -$17.4K -135 -3%
PAM
1325
Peak Asset Management
Colorado
$620K +$298K +2,315 +100%
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