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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
801
Signator Financial Services
Massachusetts
$115K +$111K +2,000 New
SC
802
StellarOne Corp
Virginia
$115K +$111K +2,000 New
SF
803
Synovus Financial
Georgia
$115K +$111K +2,000 New
LIA
804
LS Investment Advisors
Michigan
$106K +$103K +1,850 New
MFS
805
MSI Financial Services
Massachusetts
$105K +$102K +1,830 New
I2I
806
Insight 2811 Inc
Illinois
$104K +$101K +1,810 New
HPBT
807
High Point Bank & Trust
North Carolina
$95K +$91.7K +1,650 New
Jones Financial Companies
808
Jones Financial Companies
Missouri
$94K +$90.5K +1,630 New
PSI
809
Pinnacle Summer Investments
Virginia
$88K +$85.5K +1,540 New
HIM
810
Hillsdale Investment Management
Ontario, Canada
$86K +$83.3K +1,500 New
Thrivent Financial for Lutherans
811
Thrivent Financial for Lutherans
Minnesota
$84.1K +$81.3M +1,464,250 New
EWM
812
Elite Wealth Management
Washington
$80K +$77.8K +1,400 New
CRM
813
Cramer Rosenthal McGlynn
Connecticut
$72K +$69.4K +1,250 New
MIC
814
MU Investments Company
Japan
$71K +$69.4K +1,250 New
ST
815
Stifel Trust
Missouri
$64K +$61.1K +1,100 New
CCM
816
Credo Capital Management
Maryland
$59K +$57.2K +1,030 New
BOK
817
Bank of Kentucky
Kentucky
$57K +$55.6K +1,000 New
GGPS
818
Gary Goldberg Planning Services
New York
$57K +$55.6K +1,000 New
MWP
819
MYCIO Wealth Partners
Pennsylvania
$57K +$55.6K +1,000 New
CBT
820
Central Bank & Trust
Kentucky
$52.2K +$50K +900 New
OCM
821
Osterweis Capital Management
California
$52K +$50K +900 New
1IC
822
1919 Investment Counsel
Maryland
$49K +$46.7K +840 New
HR
823
Howe & Rusling
New York
$45K +$43.3K +780 New
PMFA
824
Plante Moran Financial Advisors
Michigan
$44K +$42.2K +760 New
NIM
825
NuWave Investment Management
New Jersey
$43K +$41.7K +750 New