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Name Holding Trade Value Shares
Change 		Change in
Stake
SEC
1501
Seven Eight Capital
New York
$89K +$89K +1,809 New
MAS
1502
Madden Advisory Services
Florida
$86K – – –
BWFA
1503
Baltimore-Washington Financial Advisors
Maryland
$85K +$85K +1,728 New
LFR
1504
Lehman Financial Resources
Pennsylvania
$82K +$4.97K +101 +6%
PFG
1505
Piershale Financial Group
Illinois
$74K – – –
OC
1506
Oakworth Capital
Alabama
$73K +$72.8K +1,480 New
SMG
1507
Spectrum Management Group
Indiana
$70K +$70K +1,424 New
FM
1508
Forward Management
California
$69K +$44.3K +900 +180%
HRC
1509
Hoertkorn Richard Charles
$66K +$65.8K +1,338 New
HCP
1510
Holt Capital Partners
Texas
$66K +$66.4K +1,350 New
BGIM
1511
Brandywine Global Investment Management
Pennsylvania
$65K – – –
SMA
1512
Simply Money Advisors
Ohio
$65K – – –
WF
1513
WealthTrust Fairport
Ohio
$57K -$1.33K -27 -2%
IC
1514
IKOS CIF
Cyprus
$54K +$39.2K +797 New
PCTC
1515
Perkins Coie Trust Company
Washington
$54K +$53.8K +1,094 New
LFG
1516
LifePlan Financial Group
Ohio
$52K – – –
CWM
1517
Cranbrook Wealth Management
Michigan
$50K +$50.5K +1,027 New
WA
1518
WealthTrust-Arizona
Arizona
$49K -$14.8K -300 -23%
ACM
1519
Axel Capital Management
New York
$49K – – –
FBT
1520
Founders Bank & Trust
Michigan
$47K – – –
CCM
1521
Credo Capital Management
Maryland
$47K +$2.02K +41 +4%
PIM
1522
Parasol Investment Management
Illinois
$46K +$45.7K +930 New
SFPIA
1523
Stevens First Principles Investment Advisors
California
$45K – – –
PO
1524
Private Ocean
California
$41K +$41K +834 New
EAMA
1525
EFG Asset Management (Americas)
Florida
$40K +$40K +814 New
59 60
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62 63