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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
1251
First Command Bank
Texas
$237K -$72.6K -203 -21%
FCFS
1252
First Command Financial Services
Texas
$237K -$72.6K -203 -21%
FCM
1253
Fourpath Capital Management
Oklahoma
$236K -$32.2K -90 -10%
SAM
1254
Strategy Asset Managers
California
$236K +$277K +773 New
LNC
1255
Lincoln National Corp
Pennsylvania
$235K +$39.4K +110 +17%
IIC
1256
Integrated Investment Consultants
Michigan
$234K -$8.94K -25 -3%
TAM
1257
Taurus Asset Management
New York
$234K – – –
TC
1258
Telemus Capital
Michigan
$234K +$34K +95 +14%
MAM
1259
Martingale Asset Management
Massachusetts
$231K -$563K -1,573 -68%
PT
1260
Plimoth Trust
Massachusetts
$231K -$7.16K -20 -3%
CSB
1261
City State Bank
Iowa
$231K – – –
MA
1262
MJP Associates
Connecticut
$231K +$5.72K +16 +2%
SG
1263
Somerset Group
Minnesota
$229K – – –
VCM
1264
Violich Capital Management
California
$229K – – –
WEG
1265
World Equity Group
Illinois
$228K -$3.22K -9 -1%
FPA
1266
First Pacific Advisors
California
$227K – – –
LFA
1267
Legacy Financial Advisors
Kentucky
$227K +$20.8K +58 +8%
OPCM
1268
Osborne Partners Capital Management
California
$225K -$22.5K -63 -8%
VC
1269
Vicus Capital
Pennsylvania
$225K -$7.51K -21 -3%
IFS
1270
Ifrah Financial Services
Arkansas
$225K -$2.5K -7 -0.9%
NB
1271
Northwest Bancshares
Pennsylvania
$225K – – –
ACH
1272
ArrowMark Colorado Holdings
Colorado
$223K – – –
CBFP
1273
Cedar Brook Financial Partners
Ohio
$223K +$1.43K +4 +0.6%
DY
1274
Dowling & Yahnke
California
$221K +$9.66K +27 +4%
TA
1275
Townsend & Associates
Colorado
$220K +$15K +42 +7%
49 50
51
52 53