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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$394K +$17.5K +240 +4%
BCM
502
Brookstone Capital Management
Illinois
$391K -$31.1K -428 -7%
JSL
503
JT Stratford LLC
Georgia
$388K +$291 +4 +0.1%
EAM
504
Eventide Asset Management
Massachusetts
$387K – – –
QI
505
Quotient Investors
New York
$387K +$21.8K +300 +6%
CCM
506
Chilton Capital Management
Texas
$386K +$399K +5,490 New
SS
507
Simplicity Solutions
Minnesota
$383K -$337K -4,634 -46%
FNBT
508
FineMark National Bank & Trust
Florida
$383K -$34.2K -470 -8%
CTA
509
Colonial Trust Advisors
South Carolina
$383K +$30.9K +425 +8%
BFC
510
Blue Fin Capital
Rhode Island
$378K – – –
AIA
511
Allegis Investment Advisors
Idaho
$377K +$118K +1,617 +43%
GVT
512
Genesee Valley Trust
New York
$374K -$2.18K -30 -0.6%
TMAM
513
Tokio Marine Asset Management
Japan
$373K +$106K +1,458 +38%
DDC
514
DF Dent & Co
Maryland
$372K +$3.35K +46 +0.9%
RIA
515
Regal Investment Advisors
Michigan
$370K -$50.8K -698 -12%
RG
516
Renaissance Group
Kentucky
$369K +$382K +5,257 New
ZIC
517
ZWJ Investment Counsel
Georgia
$365K – – –
MNBTD
518
Moody National Bank Trust Division
Texas
$364K -$54.5K -750 -13%
FWCM
519
Ferguson Wellman Capital Management
Oregon
$363K -$20.1K -276 -5%
CS
520
Comerica Securities
Michigan
$360K -$4K -55 -1%
HIC
521
Holderness Investments Company
North Carolina
$360K +$3.78K +52 +1%
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$360K +$6.4K +88 +2%
CPA
523
Clear Perspective Advisors
Illinois
$355K -$27.4K -377 -7%
RIM
524
Rampart Investment Management
Connecticut
$354K +$54.6K +751 +18%
GHA
525
Garcia Hamilton & Associates
Texas
$352K -$430K -5,920 -54%
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