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Southwest Airlines
LUV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
651
EP Wealth Advisors
California
$201K +$215K +5,974 New
TC
652
Telemus Capital
Michigan
$201K +$206K +5,717 New
CFD
653
Creative Financial Designs
Indiana
$186K – – –
SWM
654
Spire Wealth Management
Virginia
$184K +$115K +3,188 +140%
ZB
655
Zions Bancorporation
Utah
$177K +$36.2K +1,004 +24%
KTC
656
Kistler-Tiffany Companies
Pennsylvania
$170K -$4.87K -135 -3%
WT
657
Whittier Trust
California
$156K -$324 -9 -0.2%
LFG
658
Larson Financial Group
Missouri
$152K +$36 +1 +0%
HCM
659
Hollencrest Capital Management
California
$149K +$159K +4,411 New
BC
660
Bartlett & Co
Ohio
$148K -$14.5K -403 -8%
BCWM
661
Bartlett & Co Wealth Management
Ohio
$148K -$14.5K -403 -8%
PFBT
662
Parkside Financial Bank & Trust
Missouri
$143K -$49.8K -1,380 -24%
SWA
663
Sutton Wealth Advisors
Florida
$140K -$5.01K -139 -3%
NSIM
664
North Star Investment Management
Illinois
$139K – – –
DAM
665
Delta Asset Management
Tennessee
$137K +$147K +4,080 New
QCG
666
Quadrant Capital Group
Ohio
$135K -$24.5K -679 -14%
OC
667
Oakworth Capital
Alabama
$133K – – –
SIM
668
Sentry Investment Management
Wisconsin
$131K +$7.5K +208 +6%
TWA
669
TCI Wealth Advisors
Arizona
$127K +$4.33K +120 +3%
PTC
670
Private Trust Company
Ohio
$118K -$13.8K -382 -10%
VI
671
Vestcor Inc
New Brunswick, Canada
$118K +$937 +26 +0.7%
BWA
672
BDO Wealth Advisors
Florida
$111K +$16.2K +450 +16%
HWA
673
Heritage Wealth Advisors
Virginia
$110K – – –
M
674
MOTCO
Texas
$110K -$9.01K -250 -7%
FMII
675
Farmers & Merchants Investments Inc
Nebraska
$105K – – –
25 26
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