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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
1001
Clarius Group LLC
Washington
$227K +$229K +3,215 New
FSWA
1002
Financial Synergies Wealth Advisors
Texas
$226K -$33.1K -465 -13%
CNC
1003
Citizens & Northern Corp
Pennsylvania
$225K -$2.21K -31 -1%
IP
1004
Investment Partners
Ohio
$225K +$996 +14 +0.4%
FI
1005
FormulaFolio Investments
Michigan
$225K +$2.28K +32 +1%
BCM
1006
Brookstone Capital Management
Illinois
$223K -$1.57K -22 -0.7%
PMFA
1007
Plante Moran Financial Advisors
Michigan
$222K +$2.85K +40 +1%
CISOA
1008
Capital Investment Services of America
Wisconsin
$221K
CS
1009
Cannell & Spears
New York
$220K
FDCC
1010
Foster Dykema Cabot & Co
Massachusetts
$219K
CWM
1011
Campbell Wealth Management
Virginia
$218K -$1.14K -16 -0.5%
ICM
1012
IMS Capital Management
Oregon
$218K
TIA
1013
Tiemann Investment Advisors
California
$218K +$220K +3,087 New
DWM
1014
Doyle Wealth Management
Florida
$217K -$7.12K -100 -3%
ZB
1015
Zions Bancorporation
Utah
$216K -$79.2K -1,113 -27%
VFA
1016
Valeo Financial Advisors
Indiana
$215K +$2.99K +42 +1%
FMTCOCP
1017
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$214K
BIA
1018
BHK Investment Advisors
Alabama
$213K -$24.9K -350 -10%
MIC
1019
Meridian Investment Counsel
California
$212K
ZAM
1020
Zevin Asset Management
Massachusetts
$212K
MFG
1021
MidWestOne Financial Group
Iowa
$211K +$212K +2,980 New
ECM
1022
EagleClaw Capital Management
Massachusetts
$210K +$211K +2,961 New
PAM
1023
Peak Asset Management
Colorado
$210K +$212K +2,975 New
ARMC
1024
American Research & Management Company
Massachusetts
$209K -$71.2K -1,000 -25%
AI
1025
Accredited Investors
Minnesota
$209K +$211K +2,960 New