Filing Research | FMAO - FARMERS & MERCHANTS BANCORP Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	Goelzer Investment Management, Inc.	Shares	223.6KSH	$6.8M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	34.2KSH	$1.0M
3	HICKS CAPITAL MANAGEMENT LLC	Shares	14.5KSH	$443.8K
4	Revisor Wealth Management LLC	Shares	11.6KSH	$354.9K
5	Sequoia Financial Advisors, LLC	Shares	8.1KSH	$249.0K
6	Police & Firemen's Retirement System of New Jersey	Shares	4.7KSH	$143.2K
7	Farther Finance Advisors, LLC	Shares	3.9KSH	$120.7K
8	TRUST CO OF TOLEDO NA /OH/	Shares	3.6KSH	$111.3K
9	CoreCap Advisors, LLC	Shares	2.3KSH	$69.2K
10	GAMMA Investing LLC	Shares	1.9KSH	$59.2K
11	Versant Capital Management, Inc	Shares	813SH	$24.9K
12	IFP Advisors, Inc	Shares	93SH	$2.8K
13	SBI Securities Co., Ltd.	Shares	78SH	$2.4K
14	EverSource Wealth Advisors, LLC	Shares	62SH	$1.9K
15	True Wealth Design, LLC	Shares	13SH	$398
16	ABNER HERRMAN & BROCK LLC	Shares	8.9KSH	$271
17	SJS Investment Consulting Inc.	Shares	3SH	$92
18	Wealth Enhancement Trust Services, Inc.	Shares	3SH	$92
19	State of Alaska, Department of Revenue	Shares	423SH	$12
20	Capital Advisors, Ltd. LLC	Shares	33SH	$1

Manager changes2026-06-30 vs 2026-03-31

20 / 20 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC new	Shares	+8.1K	+$249.0K	$249.0K
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ unchanged	Shares	0	+$168.1K	$1.0M
3	HICKS CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$71.3K	$443.8K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$62.0K	$143.2K
5	Revisor Wealth Management LLC unchanged	Shares	0	+$57.0K	$354.9K
6	Farther Finance Advisors, LLC added	Shares	+619	+$34.3K	$120.7K
7	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$17.9K	$111.3K
8	Versant Capital Management, Inc added	Shares	+341	+$12.7K	$24.9K
9	GAMMA Investing LLC added	Shares	+93	+$11.9K	$59.2K
10	CoreCap Advisors, LLC added	Shares	+19	+$11.6K	$69.2K
11	IFP Advisors, Inc added	Shares	+78	+$2.5K	$2.8K
12	EverSource Wealth Advisors, LLC added	Shares	+32	+$1.1K	$1.9K
13	SBI Securities Co., Ltd. unchanged	Shares	0	+$383	$2.4K
14	True Wealth Design, LLC added	Shares	+11	+$346	$398
15	SJS Investment Consulting Inc. new	Shares	+3	+$92	$92
16	Wealth Enhancement Trust Services, Inc. new	Shares	+3	+$92	$92
17	ABNER HERRMAN & BROCK LLC unchanged	Shares	0	+$43	$271
18	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$12
19	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
20	Goelzer Investment Management, Inc. trimmed	Shares	-105.0K	-$1.6M	$6.8M