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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
426
Evercore Wealth Management
New York
$30K
HRC
427
Hoertkorn Richard Charles
$30K
LFR
428
Lehman Financial Resources
Pennsylvania
$30K +$29.7K +1,000 New
OSAM
429
O'Shaughnessy Asset Management
Connecticut
$29K +$28.7K +965 New
WA
430
WFG Advisors
Texas
$27K +$26.7K +897 New
DADC
431
D.A. Davidson & Co
Montana
$26K -$127K -4,257 -83%
SAMC
432
Shinko Asset Management Company
Japan
$24K +$23.4K +787 New
WCM
433
Wealthcare Capital Management
Virginia
$23K -$23.6K -795 -51%
WA
434
WealthTrust-Arizona
Arizona
$23K +$22.3K +750 +25,000%
CIM
435
Cambria Investment Management
California
$22K +$18K +606 +459%
MA
436
MCF Advisors
Kentucky
$21K
TC
437
Trust Company
Kansas
$21K +$20.8K +700 New
Bessemer Group
438
Bessemer Group
New Jersey
$20K -$23K -773 -54%
CFA
439
Carroll Financial Associates
North Carolina
$20K
DIA
440
Davidson Investment Advisors
Montana
$17K
GWS
441
Glassman Wealth Services
Virginia
$17K
FAM
442
Formidable Asset Management
Ohio
$15K
TFO
443
Tarbox Family Office
California
$14K
WEC
444
Winslow Evans & Crocker
Massachusetts
$13.8K +$357 +12 +3%
CGT
445
Capital Guardian Trust
California
$12K
JWA
446
JFS Wealth Advisors
Pennsylvania
$12K
QCG
447
Quadrant Capital Group
Ohio
$12K +$14.2K +479 New
HR
448
Howe & Rusling
New York
$10K
Loomis, Sayles & Company
449
Loomis, Sayles & Company
Massachusetts
$10K +$10.2K +342 New
BFEC
450
Benjamin F. Edwards & Company
Missouri
$9K