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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
1001
O'Shaughnessy Asset Management
Connecticut
$16K -$9.95K -642 -37%
SNT
1002
Security National Trust
West Virginia
$16K – – –
PAI
1003
Pittenger & Anderson Inc
Nebraska
$15K -$17.5K -1,126 -53%
KCM
1004
Karp Capital Management
California
$15K -$15.5K -1,000 -50%
CAL
1005
Capital Advisors Ltd
Ohio
$15K – – –
CIM
1006
Contravisory Investment Management
Massachusetts
$15K – – –
LWA
1007
Lowe Wealth Advisors
Maryland
$15K – – –
PCC
1008
Park Circle Company
Maryland
$15K – – –
PCTC
1009
Perkins Coie Trust Company
Washington
$15K – – –
APSP
1010
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K +$15.5K +1,000 New
FIG
1011
Fusion Investment Group
Pennsylvania
$15K +$15.5K +1,000 New
CGH
1012
Cleary Gull Holdings
Wisconsin
$15K +$15.9K +1,027 New
RA
1013
Rational Advisors
New York
$13K -$791K -51,000 -98%
OFS
1014
Orrstown Financial Services
Pennsylvania
$13K – – –
WA
1015
Winfield Associates
Ohio
$12K -$433K -27,900 -97%
MCM
1016
MV Capital Management
Maryland
$12K -$6.73K -434 -34%
CFS
1017
Commonwealth Financial Services
West Virginia
$12K – – –
GWS
1018
Glassman Wealth Services
Virginia
$12K – – –
HTHT
1019
Hemenway Trust Hemenway Trust
New Hampshire
$12K – – –
BWFA
1020
Baltimore-Washington Financial Advisors
Maryland
$11K – – –
CWM
1021
Catamount Wealth Management
Connecticut
$11K – – –
TRCT
1022
Tower Research Capital (TRC)
New York
$10K -$180K -11,603 -95%
CPA
1023
Cowen Prime Advisors
New York
$10K -$157K -10,136 -94%
UFA
1024
US Financial Advisors
Massachusetts
$10K -$20.2K -1,305 -66%
ARMC
1025
American Research & Management Company
Massachusetts
$9K – – –