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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1001
Makena Capital Management
California
$11.8M -$5.01M -18,515 -30%
ECM
1002
Everence Capital Management
Indiana
$11.8M -$241K -890 -2%
CWP
1003
CFM Wealth Partners
Texas
$11.8M +$366K +1,354 +3%
HWAM
1004
Hennion & Walsh Asset Management
New Jersey
$11.8M -$289K -1,069 -2%
LFAS
1005
Level Four Advisory Services
Texas
$11.8M -$68.7K -254 -0.6%
PIM
1006
Plato Investment Management
Australia
$11.8M – – –
GWM
1007
GDS Wealth Management
Texas
$11.7M +$1.02M +3,771 +10%
RC
1008
Roundview Capital
New Jersey
$11.7M +$626K +2,314 +6%
HIMC
1009
Heritage Investors Management Corp
Maryland
$11.7M +$344K +1,271 +3%
HAG
1010
HighPoint Advisor Group
Illinois
$11.6M -$1.2M -4,447 -10%
SC
1011
Savant Capital
Illinois
$11.6M +$1.69M +6,236 +17%
ZB
1012
Zions Bancorporation
Utah
$11.6M +$1.69M +6,255 +17%
MIA
1013
MMBG Investment Advisors
Florida
$11.6M +$830K +3,070 +8%
CFSG
1014
Community Financial Services Group
Vermont
$11.6M +$205K +758 +2%
PG
1015
Patten Group
Tennessee
$11.6M +$193K +713 +2%
BIC
1016
Beach Investment Counsel
Pennsylvania
$11.5M -$292K -1,080 -3%
CUAMC
1017
China Universal Asset Management Company
China
$11.5M -$269K -994 -2%
GRP
1018
Global Retirement Partners
California
$11.5M -$73.8K -273 -0.6%
MC
1019
Miramar Capital
Illinois
$11.5M -$2.97K -11 -0%
AAM
1020
Auxier Asset Management
Oregon
$11.5M – – –
AP
1021
Americana Partners
Texas
$11.4M +$1.31M +4,827 +13%
PCM
1022
Parsons Capital Management
Rhode Island
$11.4M +$47.3K +175 +0.4%
FHA
1023
Flagship Harbor Advisors
Massachusetts
$11.4M +$233K +860 +2%
BMM
1024
Buffington Mohr McNeal
Idaho
$11.4M +$194K +719 +2%
CC
1025
Courier Capital
New York
$11.4M -$237K -878 -2%
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