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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
401
TCI Wealth Advisors
Arizona
$637K +$3.06K +55 +0.5%
EWA
402
EP Wealth Advisors
California
$633K -$86.2K -1,549 -13%
QCM
403
Quest Capital Management
Texas
$632K -$20.9K -376 -3%
LWM
404
Loveless Wealth Management
Montana
$629K +$602K +10,820 New
TG
405
TCW Group
California
$624K -$80.1K -1,440 -12%
KA
406
Kovack Advisors
Florida
$620K -$18.8K -338 -3%
APC
407
Aspire Private Capital
North Carolina
$619K -$19.3K -347 -3%
GJIC
408
Gamble Jones Investment Counsel
California
$615K -$122K -2,185 -17%
MCP
409
Mirador Capital Partners
California
$613K +$19.3K +347 +3%
SW
410
SVB Wealth
Massachusetts
$610K +$170K +3,050 +42%
LG
411
Leuthold Group
Minnesota
$608K +$576K +10,357 New
Cetera Investment Advisers
412
Cetera Investment Advisers
Illinois
$605K -$11.3K -204 -2%
SCM
413
Stonebridge Capital Management
California
$602K +$4.45K +80 +0.8%
SS
414
Sunbelt Securities
Texas
$601K -$19.4K -349 -3%
VCS
415
Vaughan & Co Securities
New Jersey
$598K +$566K +10,175 New
S
416
SignatureFD
Georgia
$597K +$62.1K +1,116 +12%
FIM
417
Frontier Investment Management
Texas
$595K +$14.3K +257 +3%
RCA
418
Ranch Capital Advisors
Florida
$593K +$105K +1,882 +23%
CBN
419
Cadence Bank NA
Texas
$586K +$117K +2,111 +27%
IAA
420
Independent Advisor Alliance
North Carolina
$585K +$42.3K +761 +8%
HR
421
Howe & Rusling
New York
$578K +$3.78K +68 +0.7%
CTC
422
Central Trust Company
Missouri
$575K -$130K -2,340 -19%
PFSC
423
Peoples Financial Services Corp
Pennsylvania
$562K -$8.9K -160 -2%
PFO
424
Pathstone Family Office
New Jersey
$561K -$10.6K -190 -17%
BA
425
Ballew Advisors
Mississippi
$560K