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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1001
Parasol Investment Management
Illinois
$18K +$15.8K +1,000 +1,000%
CAL
1002
Capital Advisors Ltd
Ohio
$16K – – –
CIM
1003
Contravisory Investment Management
Massachusetts
$16K – – –
LWA
1004
Lowe Wealth Advisors
Maryland
$16K – – –
PCC
1005
Park Circle Company
Maryland
$16K – – –
ST
1006
Somerset Trust
Pennsylvania
$16K – – –
PCTC
1007
Perkins Coie Trust Company
Washington
$16K +$12.6K +800 +468%
OFS
1008
Orrstown Financial Services
Pennsylvania
$14K -$1.97K -125 -13%
HTHT
1009
Hemenway Trust Hemenway Trust
New Hampshire
$13K -$33.7K -2,133 -73%
GWS
1010
Glassman Wealth Services
Virginia
$13K -$5.96K -378 -32%
CFA
1011
Camarda Financial Advisors
Florida
$13K – – –
CFS
1012
Commonwealth Financial Services
West Virginia
$13K – – –
BWFA
1013
Baltimore-Washington Financial Advisors
Maryland
$12K – – –
M
1014
MOTCO
Texas
$12K – – –
CWM
1015
Catamount Wealth Management
Connecticut
$11K – – –
PFSC
1016
Peoples Financial Services Corp
Pennsylvania
$11K – – –
ARMC
1017
American Research & Management Company
Massachusetts
$10K – – –
MWAN
1018
Mariner Wealth Advisors (NYC)
Kansas
$10K +$10K +635 New
CTB
1019
Country Trust Bank
Illinois
$8K – – –
HCM
1020
Highlander Capital Management
New Jersey
$8K – – –
TC
1021
Trust Company
Kansas
$8K +$7.89K +500 New
RBC
1022
Roble Belko & Company
Pennsylvania
$8K +$8.1K +513 New
RWA
1023
Ropes Wealth Advisors
Massachusetts
$8K +$8.13K +515 New
BG
1024
Bollard Group
Massachusetts
$7K – – –
FMP
1025
Financial Management Professionals
Texas
$6K -$410 -26 -6%
39 40
41
42 43