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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
751
HBK Sorce Advisory
Pennsylvania
$275K +$7.08K +61 +2%
FMN
752
Financial Management Network
California
$273K -$34.8K -300 -11%
KA
753
Kozak & Associates
Colorado
$273K – – –
WI
754
Wintrust Investments
Illinois
$272K – – –
LWAC
755
Laurel Wealth Advisors (California)
California
$272K +$348 +3 +0.1%
WH
756
Willner & Heller
California
$272K +$1.16K +10 +0.4%
4WM
757
44 Wealth Management
Oregon
$272K +$297K +2,562 New
HT
758
Heritage Trust
Oklahoma
$271K – – –
WCF
759
West Coast Financial
California
$270K -$5.22K -45 -2%
PCMC
760
Paragon Capital Management (Colorado)
Colorado
$268K – – –
BWM
761
BerganKDV Wealth Management
Minnesota
$267K -$547K -4,715 -65%
GCM
762
Gables Capital Management
Florida
$266K – – –
JIP
763
Jaffetilchin Investment Partners
Florida
$266K +$116 +1 +0%
DWM
764
Destination Wealth Management
California
$265K -$16.4K -141 -5%
DT
765
Diversified Trust
Tennessee
$264K +$40.6K +350 +16%
FNBT
766
FineMark National Bank & Trust
Florida
$264K +$63.7K +549 +28%
CRI
767
Colonial River Investments
Virginia
$262K +$53.9K +464 +23%
SSB
768
Sandy Spring Bank
Maryland
$259K -$6.04K -52 -2%
PCMK
769
Paragon Capital Management (Kansas)
Kansas
$259K – – –
PAMG
770
Patton Albertson Miller Group
Tennessee
$259K – – –
MW
771
Marcum Wealth
Ohio
$259K +$2.44K +21 +0.9%
BAM
772
Belpointe Asset Management
Nevada
$257K +$38.2K +329 +16%
RWM
773
Ritholtz Wealth Management
New York
$256K +$6.04K +52 +2%
SAM
774
S.A. Mason
Michigan
$255K – – –
WWM
775
Windsor Wealth Management
Indiana
$254K -$6.04K -52 -2%
29 30
31
32 33