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TM

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
201
Bank of Stockton
California
$421K -$23.6K -200 -5%
UCFA
202
United Capital Financial Advisors
Texas
$421K +$422K +3,581 New
CB
203
Commerce Bank
Missouri
$418K -$5.89K -50 -1%
AI
204
Atria Investments
North Carolina
$416K +$417K +3,536 New
BKBG
205
BHF Kleinwort Benson Group
Belgium
$412K -$11.2K -95 -3%
BII
206
Bainco International Investors
Massachusetts
$411K – – –
NG
207
NatWest Group
United Kingdom
$402K +$403K +3,421 New
DIA
208
Dana Investment Advisors
Wisconsin
$393K -$11K -93 -3%
RCAG
209
Rehmann Capital Advisory Group
Michigan
$388K +$51.6K +438 +15%
CBU
210
CIBC Bank USA
Illinois
$375K -$5.19K -44 -1%
FDS
211
First Dallas Securities
Texas
$356K +$5.89K +50 +2%
SI
212
Scout Investments
Missouri
$343K -$5.16M -43,769 -94%
PSI
213
Pinnacle Summer Investments
Virginia
$343K – – –
BF
214
BOK Financial
Oklahoma
$334K +$6.13K +52 +2%
HCM
215
Herndon Capital Management
Georgia
$329K – – –
ANRIA
216
American National Registered Investment Advisor
Texas
$323K – – –
MNBTD
217
Moody National Bank Trust Division
Texas
$323K – – –
V
218
Veritable
Delaware
$305K +$9.43K +80 +3%
BG
219
Bahl & Gaynor
Ohio
$296K – – –
BWAM
220
Boyd Watterson Asset Management
Ohio
$296K – – –
SAM
221
Strategy Asset Managers
California
$294K – – –
SPC
222
Stewart & Patten Company
California
$291K – – –
AAM
223
Auxier Asset Management
Oregon
$288K -$5.89K -50 -2%
MFS
224
MSI Financial Services
Massachusetts
$279K +$80.4K +682 +40%
CAN
225
Cetera Advisor Networks
California
$278K +$68.5K +581 +33%
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