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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
551
James Investment Research
Ohio
$4K +$5K +84 New
CGT
552
Capital Guardian Trust
California
$3K +$3.33K +56 New
PFO
553
Pathstone Family Office
New Jersey
$3K +$3.33K +56 New
S
554
SignatureFD
Georgia
$2K – – –
RFA
555
Reilly Financial Advisors
California
$2K +$2.38K +40 New
HR
556
Howe & Rusling
New York
$1K -$16.7K -280 -93%
NDSI
557
Newman Dignan & Sheerar Inc
Rhode Island
$209 – – –
RIM
558
Ranger International Management
Illinois
– -$9.14M -146,597 Closed
WCM
559
Winton Capital Management
United Kingdom
– -$6.23M -99,910 Closed
DCM
560
Driehaus Capital Management
Illinois
– -$3.72M -59,609 Closed
PP
561
PDT Partners
New York
– -$3.25M -52,128 Closed
WIM
562
Waverton Investment Management
United Kingdom
– -$2.94M -47,170 Closed
NC
563
Nicholas Company
Wisconsin
– -$2.5M -40,045 Closed
FCH
564
Freestone Capital Holdings
Washington
– -$2.26M -39,198 Closed
CM
565
Churchill Management
California
– -$2.2M -35,270 Closed
FCBT
566
First Citizens Bank & Trust
North Carolina
– -$1.68M -26,961 Closed
BC
567
BMI Capital
New York
– -$998K -16,000 Closed
SFT
568
Simmons First Trust
Arkansas
– -$965K -15,463 Closed
VAM
569
Visionary Asset Management
Texas
– -$702K -10,941 Closed
CWM
570
Concert Wealth Management
California
– -$567K -9,089 Closed
CC
571
Curian Capital
Colorado
– -$465K -7,447 Closed
WT
572
Wilmington Trust
Delaware
– -$433K -6,933 Closed
B
573
Barings
North Carolina
– -$421K -6,746 Closed
AI
574
Analytic Investors
California
– -$416K -6,667 Closed
WTIM
575
Wilmington Trust Investment Management
Delaware
– -$362K -5,800 Closed
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