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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1201
Antonetti Capital Management
Florida
$153K +$153K +2,417 New
RIA
1202
Regal Investment Advisors
Michigan
$149K +$149K +2,359 New
JWM
1203
Jacobus Wealth Management
Wisconsin
$143K +$143K +2,259 New
OSAM
1204
O'Shaughnessy Asset Management
Connecticut
$141K +$141K +2,234 New
DSI
1205
Daiwa SB Investments
Japan
$140K +$140K +2,210 New
SFPIA
1206
Stevens First Principles Investment Advisors
California
$134K +$134K +2,125 New
TWI
1207
Thomas White International
Illinois
$133K +$133K +2,100 New
CPA
1208
Cowen Prime Advisors
New York
$131K +$132K +2,082 New
SCG
1209
Strategic Capital Group
Washington
$130K +$130K +2,052 New
AFC
1210
AFT Forsyth & Company
Florida
$129K +$129K +2,037 New
SC
1211
StellarOne Corp
Virginia
$124K +$125K +1,971 New
WG
1212
Welch Group
Alabama
$122K +$122K +1,933 New
FI
1213
FCM Investments
Texas
$120K +$120K +1,900 New
HDIM
1214
Hanson & Doremus Investment Management
Vermont
$119K +$119K +1,880 New
LFR
1215
Lehman Financial Resources
Pennsylvania
$116K +$116K +1,830 New
I2I
1216
Insight 2811 Inc
Illinois
$116K +$116K +1,840 New
EFSCE
1217
Enterprise Financial Services Corp (EFSC)
Missouri
$111K +$111K +1,760 New
WF
1218
WealthTrust Fairport
Ohio
$108K +$108K +1,706 New
EWM
1219
Edge Wealth Management
New York
$107K +$106K +1,674 New
BOK
1220
Bank of Kentucky
Kentucky
$107K +$107K +1,700 New
CA
1221
CapWealth Advisors
Tennessee
$107K +$107K +1,700 New
FHA
1222
First Horizon Advisors
Tennessee
$103K +$103K +1,627 New
FA
1223
Financial Advantage
Maryland
$99K +$98.9K +1,566 New
CW
1224
Cobiz Wealth
Colorado
$97K +$97.3K +1,540 New
ACMI
1225
Amida Capital Management II
New York
$95K +$94.8K +1,500 New