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Name Holding Trade Value Shares
Change
Change in
Stake
CG
751
Colony Group
Massachusetts
$583K -$327K -2,330 -35%
SS
752
Simplicity Solutions
Minnesota
$579K +$123K +875 +25%
HCA
753
Heck Capital Advisors
Wisconsin
$577K +$11K +78 +2%
VIM
754
VELA Investment Management
Ohio
$573K
WFI
755
West Family Investments
California
$573K +$148K +1,055 +33%
CI
756
Conning Inc
Connecticut
$565K -$39.7K -283 -6%
TCM
757
Traynor Capital Management
Pennsylvania
$564K -$6.46K -46 -1%
JF
758
JSF Financial
California
$562K +$589K +4,191 New
CT
759
Cambridge Trust
Massachusetts
$560K +$12.9K +92 +2%
PCMU
760
Paragon Capital Management (Utah)
Utah
$560K +$586K +4,173 New
LWMM
761
Legacy Wealth Management (Mississippi)
Mississippi
$557K -$6.88K -49 -1%
CCM
762
Cribstone Capital Management
Maine
$557K +$5.62K +40 +1%
SACTSONJ
763
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$550K
SWRP
764
Summit Wealth & Retirement Planning
California
$545K
BAAM
765
Baker Avenue Asset Management
California
$544K -$167K -1,187 -23%
OL
766
Optas LLC
Texas
$542K -$1.83K -13 -0.3%
SIM
767
Sentry Investment Management
Wisconsin
$540K
WS
768
Wedbush Securities
California
$540K +$150K +1,067 +36%
SF
769
Synovus Financial
Georgia
$531K +$16.6K +118 +3%
GM
770
GeoWealth Management
Illinois
$526K -$9.13K -65 -2%
YWP
771
YorkBridge Wealth Partners
New York
$520K -$104K -742 -16%
BP
772
Ballentine Partners
Massachusetts
$520K +$162K +1,157 +42%
SSG
773
Summit Securities Group
New York
$519K +$543K +3,865 New
Los Angeles Capital Management
774
Los Angeles Capital Management
California
$516K
FNBOH
775
First National Bank of Hutchinson
Kansas
$515K +$539K +3,840 New