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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
826
Marco Investment Management
Georgia
$278K -$38.6K -302 -13%
CAM
827
Carret Asset Management
New York
$278K
LCM
828
LVM Capital Management
Michigan
$278K
VFP
829
Verus Financial Partners
Virginia
$278K +$639 +5 +0.3%
GAG
830
GM Advisory Group
New York
$277K
FBB
831
Fulton Breakefield Broenniman
Maryland
$277K +$26.7K +209 +12%
VWM
832
Venturi Wealth Management
Texas
$276K -$11.6K -91 -4%
CPC
833
Consolidated Planning Corp
Georgia
$276K
SIA
834
Strategic Investment Advisors
Michigan
$275K +$5.5K +43 +2%
OPCM
835
Osborne Partners Capital Management
California
$275K +$253K +1,980 New
KTC
836
Kistler-Tiffany Companies
Pennsylvania
$273K
BZWA
837
Blue Zone Wealth Advisors
California
$272K
IFG
838
Independent Financial Group
California
$272K +$27.6K +216 +12%
WSC
839
Wellington Shields & Co
New York
$271K -$32K -250 -11%
BMO
840
Beck Mack & Oliver
New York
$271K
IA
841
IFP Advisors
Florida
$271K
HCM
842
Hutchinson Capital Management
California
$271K +$512 +4 +0.2%
RIL
843
Rothschild Investment LLC
Illinois
$270K
LNB
844
Ledyard National Bank
$270K +$3.96K +31 +2%
PNC
845
Park National Corp
Ohio
$269K
WPC
846
White Pine Capital
Minnesota
$269K
QC
847
Quent Capital
New York
$268K +$246K +1,927 New
CL
848
CPWM LLC
Washington
$268K +$280K +2,192 New
CWG
849
Cornerstone Wealth Group
North Carolina
$267K +$1.28K +10 +0.5%
CNB
850
Camden National Bank
Maine
$267K +$3.84K +30 +2%