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Name Holding Trade Value Shares
Change
Change in
Stake
HT
751
Heritage Trust
Oklahoma
$290K
WI
752
Wintrust Investments
Illinois
$290K
WH
753
Willner & Heller
California
$289K
HSA
754
HBK Sorce Advisory
Pennsylvania
$287K +$10K +86 +4%
PCMC
755
Paragon Capital Management (Colorado)
Colorado
$286K -$81.4K -700 -22%
GCM
756
Gables Capital Management
Florida
$284K
FMLI
757
Fukoku Mutual Life Insurance
Japan
$283K -$35.8K -308 -11%
SSB
758
Sandy Spring Bank
Maryland
$283K -$26.3K -226 -8%
JIP
759
Jaffetilchin Investment Partners
Florida
$283K +$6.97K +60 +2%
WWM
760
Windsor Wealth Management
Indiana
$278K -$279K -2,399 -50%
CCM
761
Crossvault Capital Management
Texas
$278K
PAMG
762
Patton Albertson Miller Group
Tennessee
$276K -$9.88K -85 -3%
TCOV
763
Trust Company of Vermont
Vermont
$276K -$2.79K -24 -1%
HWAM
764
Hennion & Walsh Asset Management
New Jersey
$276K
PCMK
765
Paragon Capital Management (Kansas)
Kansas
$276K
MW
766
Marcum Wealth
Ohio
$274K +$46K +396 +20%
FLPIM
767
F.L. Putnam Investment Management
Massachusetts
$273K -$19.2K -165 -6%
SAM
768
S.A. Mason
Michigan
$272K
RFM
769
Royal Fund Management
Florida
$270K +$62.9K +541 +29%
IA
770
IFP Advisors
Florida
$269K
RWM
771
Ritholtz Wealth Management
New York
$268K +$274K +2,358 New
TNA
772
True North Advisors
Texas
$267K +$15.2K +131 +6%
BFA
773
Benedict Financial Advisors
Georgia
$266K -$11.9K -102 -4%
FWA
774
FSM Wealth Advisors
Ohio
$266K +$261K +2,243 New
WF
775
Welch & Forbes
Massachusetts
$265K +$52.3K +450 +24%