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Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
1251
Pinnacle Financial Partners (Tennessee)
Tennessee
$402K +$36.2K +792 +10%
FDCC
1252
Foster Dykema Cabot & Co
Massachusetts
$400K
AEPG
1253
American Economic Planning Group
New Jersey
$398K +$46 +1 +0%
RGC
1254
Roberts, Glore & Co
Illinois
$396K -$62.4K -1,367 -14%
AP
1255
Atwood & Palmer
Missouri
$394K +$23.9K +524 +6%
AIC
1256
Ambs Investment Counsel
Michigan
$393K -$9.59K -210 -2%
MCWS
1257
McKinley Carter Wealth Services
West Virginia
$391K +$93.7K +2,052 +31%
BFIM
1258
Beese Fulmer Investment Management
Ohio
$391K +$393K +8,609 New
HFS
1259
Haverford Financial Services
Pennsylvania
$387K +$389K +8,518 New
T
1260
TradeWorx
New Jersey
$386K -$177K -3,874 -31%
FM
1261
Foster & Motley
Ohio
$385K -$5.02K -110 -1%
CWP
1262
Capital Wealth Planning
Florida
$381K +$383K +8,384 New
ST
1263
Sabal Trust
Florida
$379K -$14.3K -314 -4%
KIG
1264
Kovitz Investment Group
Illinois
$379K -$3.38K -74 -0.9%
MA
1265
MCF Advisors
Kentucky
$379K +$19.2K +421 +6%
DBT
1266
Dubuque Bank & Trust
Iowa
$370K +$35.9K +786 +11%
DIP
1267
DT Investment Partners
Pennsylvania
$367K +$14.8K +324 +4%
RIG
1268
Roosevelt Investment Group
New York
$366K +$106K +2,318 +40%
FMC
1269
First Merchants Corp
Indiana
$364K +$2.33K +51 +0.6%
SC
1270
Savant Capital
Illinois
$362K -$4.57K -100 -1%
LG
1271
Laidlaw Group
New York
$362K
WP
1272
WMS Partners
Maryland
$361K +$10.5K +231 +3%
PFM
1273
Parsec Financial Management
North Carolina
$361K +$24.7K +541 +7%
SAG
1274
Sterne Agee Group
Alabama
$360K +$63.9K +1,399 +21%
ZAM
1275
Zevin Asset Management
Massachusetts
$359K