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Name Holding Trade Value Shares
Change
Change in
Stake
Belpointe Asset Management
801
Belpointe Asset Management
Nevada
$347K +$113K +556 +53%
CRI
802
Colonial River Investments
Virginia
$345K -$609 -3 -0.2%
EP Wealth Advisors
803
EP Wealth Advisors
California
$345K +$39K +192 +14%
GTCM
804
Gyon Technologies Capital Management
New Jersey
$343K -$504K -2,481 -61%
CT
805
Cambridge Trust
Massachusetts
$342K -$5.69K -28 -2%
CAM
806
Cypress Asset Management
Texas
$342K – – –
SFI
807
Siemens Fonds Invest
Germany
$339K – – –
Sequoia Financial Advisors
808
Sequoia Financial Advisors
Ohio
$339K +$71.1K +350 +29%
Allworth Financial
809
Allworth Financial
California
$339K +$106K +523 +50%
CFA
810
CWS Financial Advisors
Michigan
$339K +$317K +1,563 New
Luther King Capital Management (LKCM)
811
Luther King Capital Management (LKCM)
Texas
$338K – – –
FNBTCON
812
First National Bank & Trust Co of Newtown
Pennsylvania
$337K – – –
Lido Advisors
813
Lido Advisors
California
$337K +$4.47K +22 +1%
TTWM
814
TCV Trust & Wealth Management
Virginia
$336K -$325K -1,600 -51%
CT
815
Coastline Trust
Rhode Island
$336K – – –
KCM
816
Kanawha Capital Management
Virginia
$336K – – –
RegentAtlantic Capital
817
RegentAtlantic Capital
New Jersey
$335K -$49.4K -243 -14%
Whittier Trust
818
Whittier Trust
California
$335K +$9.14K +45 +3%
FC
819
Financial Consulate
Maryland
$334K +$609 +3 +0.2%
GIA
820
Gladstone Institutional Advisory
Florida
$331K +$311K +1,530 New
NFG
821
Northeast Financial Group
Pennsylvania
$331K +$203 +1 +0.1%
SFWC
822
Strategic Family Wealth Counselors
New Jersey
$330K – – –
Conning Inc
823
Conning Inc
Connecticut
$329K -$18.3K -90 -6%
Evercore Wealth Management
824
Evercore Wealth Management
New York
$328K -$8.53K -42 -3%
BMC
825
Beaton Management Company
Massachusetts
$327K – – –