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Name Holding Trade Value Shares
Change
Change in
Stake
BOH
701
Bank of Hawaii
Hawaii
$433K +$37.7K +781 +10%
GCA
702
Gideon Capital Advisors
New York
$431K -$568K -11,757 -58%
IFWM
703
Institute for Wealth Management
Colorado
$425K
PIA
704
Powell Investment Advisors
Florida
$422K +$400K +8,287 New
JIP
705
Jaffetilchin Investment Partners
Florida
$420K -$115K -2,383 -22%
CAM
706
Cresset Asset Management
Illinois
$418K +$23.6K +488 +6%
ONST
707
Old North State Trust
North Carolina
$416K -$6.71K -139 -2%
EB
708
Eastern Bank
Massachusetts
$415K -$14.5K -300 -4%
CCM
709
Covington Capital Management
California
$415K +$16.4K +340 +4%
ADL
710
Asset Dedication LLC
California
$413K +$276K +5,714 +234%
HPC
711
HM Payson & Co
Maine
$410K -$48.2K -999 -11%
HSA
712
HBK Sorce Advisory
Pennsylvania
$409K +$4.83K +100 +1%
VSWA
713
Vontobel Swiss Wealth Advisors
Switzerland
$408K -$3.27M -67,698 -89%
1832 Asset Management
714
1832 Asset Management
Ontario, Canada
$407K
WCM
715
Weld Capital Management
New York
$407K +$386K +7,987 New
MCCP
716
Mission Creek Capital Partners
California
$402K +$381K +7,891 New
FIM
717
Freedom Investment Management
Connecticut
$401K -$32K -663 -8%
CWM
718
Confluence Wealth Management
Oregon
$401K
LIM
719
Leavell Investment Management
Alabama
$400K -$14.5K -300 -4%
OWA
720
Outlook Wealth Advisors
Texas
$396K +$19.3K +399 +5%
QIM
721
Quantitative Investment Management
Virginia
$395K -$2.41M -50,017 -87%
M
722
Mirova
France
$390K +$91.4K +1,894 +33%
TYCC
723
Texas Yale Capital Corp
Florida
$387K
FTIOP
724
Fiduciary Trust International of Pennsylvania
Pennsylvania
$386K -$6.76K -140 -2%
JCM
725
Jacobi Capital Management
Pennsylvania
$385K