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Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
1001
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$247K +$6.31K +86 +3%
CGL
1002
Clarius Group LLC
Washington
$246K -$8.66K -118 -4%
CWM
1003
Campbell Wealth Management
Virginia
$245K
FDCC
1004
Foster Dykema Cabot & Co
Massachusetts
$245K
PD
1005
Planning Directions
Pennsylvania
$242K +$224K +3,045 New
KBFS
1006
Kohmann Bosshard Financial Services
Ohio
$242K +$224K +3,047 New
FSWA
1007
Financial Synergies Wealth Advisors
Texas
$241K -$11.3K -154 -5%
VFA
1008
Valeo Financial Advisors
Indiana
$241K -$587 -8 -0.3%
ZB
1009
Zions Bancorporation
Utah
$241K -$294 -4 -0.1%
CWS
1010
Cypress Wealth Services
California
$240K -$23.7K -323 -10%
MGIA
1011
Moneta Group Investment Advisors
Missouri
$240K +$222K +3,023 New
MIC
1012
Meridian Investment Counsel
California
$238K
ZAM
1013
Zevin Asset Management
Massachusetts
$238K
MFG
1014
MidWestOne Financial Group
Iowa
$236K
PAM
1015
Peak Asset Management
Colorado
$236K
JIP
1016
Jaffetilchin Investment Partners
Florida
$236K +$218K +2,971 New
ARMC
1017
American Research & Management Company
Massachusetts
$235K
LC
1018
Lincoln Capital
Nebraska
$231K
KTC
1019
Kistler-Tiffany Companies
Pennsylvania
$230K -$73 -1 -0%
CL
1020
CPWM LLC
Washington
$229K +$211K +2,880 New
PL
1021
Perpetual Ltd
Australia
$228K
FFN
1022
Focus Financial Network
Minnesota
$227K +$210K +2,863 New
RFA
1023
Reilly Financial Advisors
California
$226K -$155K -2,105 -42%
QCG
1024
Quadrant Capital Group
Ohio
$226K +$65K +886 +42%
SP
1025
Successful Portfolios
Florida
$226K +$209K +2,843 New