| Sym | Weight | Trade Impact | Company | Class | Share Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
|---|
| Name | Title | City, State | Date |
|---|---|---|---|
| Joella Bloomgren | AVP, Investment Advisor Compliance Officer | Great Falls, Montana | 13 Nov 2014 |
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| D.A. DAVIDSON & CO. | $16,324,178,698 | Great Falls, MT | 028-07602 |
| DAVIDSON TRUST CO | $239,809,273 | Seattle, WA | 028-10302 |
| First American Bank | $1,650,474,728 | Dundee, IL | 028-11265 |
| Num | Name | Location | File Number |
|---|---|---|---|
| 1 | D.A. DAVIDSON & CO. | Great Falls, MT | 028-07602 |
| 2 | DAVIDSON TRUST CO | Seattle, WA | 028-10302 |
| 3 | EnvestNet | ||
| 4 | First American Bank | Dundee, IL | |
| 5 | FundQuest | ||
| 6 | Stephens | ||
| 7 | TD Ameritrade |