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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
776
Capital Asset Advisory Services
Michigan
$254K +$236K +3,302 New
FPS
777
Fieldpoint Private Securities
Connecticut
$249K +$2.29K +32 +1%
ECM
778
ETrade Capital Management
Virginia
$248K -$1.64K -23 -0.7%
PK
779
Pflug Koory
Nebraska
$248K
TC
780
Trust Company
Kansas
$247K +$18.9K +265 +9%
HTC
781
Haverford Trust Company
Pennsylvania
$246K +$9.79K +137 +4%
BFM
782
Boston Financial Management
Massachusetts
$245K
CNB
783
Camden National Bank
Maine
$245K +$232K +3,243 New
KIA
784
KCM Investment Advisors
California
$243K
VC
785
Veracity Capital
Georgia
$242K +$229K +3,197 New
Jones Financial Companies
786
Jones Financial Companies
Missouri
$241K -$7.29K -102 -3%
SVWAG
787
Sound View Wealth Advisors Group
Georgia
$241K -$3.29K -46 -1%
SIA
788
Strategic Investment Advisors
Michigan
$241K +$227K +3,182 New
IC
789
Intersect Capital
California
$239K +$2.5K +35 +1%
FG
790
Fiduciary Group
Georgia
$239K +$29K +405 +15%
EVM
791
Eaton Vance Management
Massachusetts
$238K +$225K +3,149 New
SFI
792
SPC Financial Inc
Maryland
$238K +$225K +3,150 New
CMBA
793
C.M. Bidwell & Associates
Hawaii
$236K -$121K -1,690 -35%
BAM
794
Belpointe Asset Management
Nevada
$236K +$84.6K +1,183 +61%
MCWS
795
McKinley Carter Wealth Services
West Virginia
$234K -$29.7K -416 -12%
HNB
796
Huntington National Bank
Ohio
$234K -$1.64K -23 -0.7%
EWM
797
Evercore Wealth Management
New York
$233K -$6.15K -86 -3%
SAM
798
SignalPoint Asset Management
Missouri
$233K -$1.14K -16 -0.5%
GDP
799
Great Diamond Partners
Maine
$233K +$221K +3,090 New
CA
800
Claro Advisors
Massachusetts
$228K