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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1676
Searle & Co
Connecticut
$936K – – –
ER
1677
Enlightenment Research
Florida
$936K +$485K +4,100 +117%
NFG
1678
Next Financial Group
Texas
$931K -$1.98M -16,724 -69%
NFH
1679
NEXT Financial Holdings
Texas
$931K +$894K +7,553 New
WA
1680
Wheatland Advisors
Pennsylvania
$930K – – –
FFS
1681
Founders Financial Securities
Maryland
$927K -$12.1K -102 -1%
CBT
1682
Central Bank & Trust
Kentucky
$926K +$15.5K +131 +2%
WP
1683
WealthPLAN Partners
Nebraska
$926K +$29.6K +250 +3%
RSVP
1684
Ramsay Stattman Vela & Price
Colorado
$924K +$17.7K +150 +2%
FA
1685
Fagan Associates
New York
$923K +$85.2K +720 +11%
OCG
1686
Opus Capital Group
Ohio
$920K +$261K +2,210 +42%
NIM
1687
NuWave Investment Management
New Jersey
$918K +$881K +7,448 New
BA
1688
BKS Advisors
Michigan
$917K +$133K +1,124 +18%
PVH
1689
Psagot Value Holdings
Israel
$916K +$769K +6,504 +699%
CPO
1690
Cerity Partners OCIO
New York
$914K +$16.6K +140 +2%
WMG
1691
WESCAP Management Group
California
$909K -$138K -1,170 -14%
EIP
1692
Ellis Investment Partners
Pennsylvania
$907K -$19K -161 -2%
SCM
1693
SOL Capital Management
Maryland
$906K -$30.5K -258 -3%
OFS
1694
Orrstown Financial Services
Pennsylvania
$904K +$76.1K +643 +10%
SCM
1695
Salem Capital Management
Massachusetts
$899K -$124K -1,050 -13%
III
1696
Independent Investors Inc
New York
$899K – – –
HCM
1697
Highlander Capital Management
New Jersey
$898K – – –
CM
1698
CoreCommodity Management
Connecticut
$897K -$131K -1,108 -13%
JAFL
1699
Jay A. Fishman Ltd
Michigan
$893K -$11.8K -100 -1%
QI
1700
Qtron Investments
Massachusetts
$893K +$154K +1,298 +22%
66 67
68
69 70