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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
776
Gideon Capital Advisors
New York
$255K -$1.57M -22,019 -87%
OCM
777
One Capital Management
California
$255K -$16.2K -227 -6%
CAAS
778
Capital Asset Advisory Services
Michigan
$254K +$236K +3,302 New
FPS
779
Fieldpoint Private Securities
Connecticut
$249K +$2.29K +32 +1%
ECM
780
ETrade Capital Management
Virginia
$248K -$1.64K -23 -0.7%
PK
781
Pflug Koory
Nebraska
$248K – – –
TC
782
Trust Company
Kansas
$247K +$18.9K +265 +9%
HTC
783
Haverford Trust Company
Pennsylvania
$246K +$9.79K +137 +4%
BFM
784
Boston Financial Management
Massachusetts
$245K – – –
CNB
785
Camden National Bank
Maine
$245K +$232K +3,243 New
KIA
786
KCM Investment Advisors
California
$243K – – –
VC
787
Veracity Capital
Georgia
$242K +$229K +3,197 New
Jones Financial Companies
788
Jones Financial Companies
Missouri
$241K -$7.29K -102 -3%
SVWAG
789
Sound View Wealth Advisors Group
Georgia
$241K -$3.29K -46 -1%
SIA
790
Strategic Investment Advisors
Michigan
$241K +$227K +3,182 New
IC
791
Intersect Capital
California
$239K +$2.5K +35 +1%
FG
792
Fiduciary Group
Georgia
$239K +$29K +405 +15%
EVM
793
Eaton Vance Management
Massachusetts
$238K +$225K +3,149 New
SFI
794
SPC Financial Inc
Maryland
$238K +$225K +3,150 New
CMBA
795
C.M. Bidwell & Associates
Hawaii
$236K -$121K -1,690 -35%
BAM
796
Belpointe Asset Management
Nevada
$236K +$84.6K +1,183 +61%
MCWS
797
McKinley Carter Wealth Services
West Virginia
$234K -$29.7K -416 -12%
HNB
798
Huntington National Bank
Ohio
$234K -$1.64K -23 -0.7%
EWM
799
Evercore Wealth Management
New York
$233K -$6.15K -86 -3%
SAM
800
SignalPoint Asset Management
Missouri
$233K -$1.14K -16 -0.5%