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Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
676
Black Diamond Financial
Maryland
$378K – – –
DAS
677
Dynamic Advisor Solutions
Arizona
$375K -$10.5K -92 -3%
IB
678
Intrust Bank
Kansas
$374K -$479K -4,195 -56%
PCA
679
Personal Capital Advisors
California
$374K +$85.3K +746 +29%
WCM
680
Windward Capital Management
California
$373K -$11.9K -104 -3%
IFWM
681
Institute for Wealth Management
Colorado
$371K -$73K -639 -16%
FIB
682
First Interstate Bank
Montana
$371K -$30.5K -267 -8%
PA
683
Parallel Advisors
California
$371K +$66.6K +583 +22%
CIA
684
CSat Investment Advisory
Michigan
$370K +$284K +2,488 +324%
PNC
685
Park National Corp
Ohio
$369K -$49.4K -432 -12%
LWAC
686
Laurel Wealth Advisors (California)
California
$369K +$372K +3,258 New
PGFC
687
Peapack-Gladstone Financial Corp
New Jersey
$368K -$15.2K -133 -4%
GIM
688
Goelzer Investment Management
Indiana
$368K – – –
OIA
689
OneDigital Investment Advisors
Kansas
$367K -$147K -1,286 -28%
JMFC
690
J.M. Forbes & Co
Massachusetts
$367K – – –
PCMC
691
Paragon Capital Management (Colorado)
Colorado
$367K – – –
MA
692
Montag & Associates
Georgia
$366K – – –
USAA
693
United Services Automobile Association
Texas
$365K -$49M -429,118 -99%
CC
694
Courier Capital
New York
$365K +$22.9K +200 +7%
GIP
695
Granite Investment Partners
California
$363K – – –
SP
696
Symmetry Partners
Connecticut
$361K +$83.9K +734 +30%
WTB
697
Washington Trust Bank
Washington
$360K – – –
S
698
SignatureFD
Georgia
$360K +$56.1K +491 +18%
UCMOK
699
United Capital Management of KS
Kansas
$359K -$8.11K -71 -2%
TPW
700
Tiller Private Wealth
Pennsylvania
$358K – – –
26 27
28
29 30