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Name Holding Trade Value Shares
Change
Change in
Stake
KTM
401
Keeler Thomas Management
Utah
$564K +$11.1K +217 +2%
TWA
402
TCI Wealth Advisors
Arizona
$559K +$16.8K +328 +3%
LWM
403
Loveless Wealth Management
Montana
$557K -$4.1K -80 -0.7%
EI
404
Ethic Inc
New York
$555K +$161K +3,146 +41%
HRC
405
Hoertkorn Richard Charles
$553K -$4.72K -92 -0.8%
GT
406
Greenleaf Trust
Michigan
$549K -$110K -2,135 -17%
Cetera Investment Advisers
407
Cetera Investment Advisers
Illinois
$549K +$44.3K +863 +9%
RIA
408
Realta Investment Advisors
Delaware
$548K -$59.9K -1,168 -10%
Bessemer Group
409
Bessemer Group
New Jersey
$545K +$11.1K +217 +2%
MCP
410
Mirador Capital Partners
California
$542K +$3.13K +61 +0.6%
EHC
411
Everett Harris & Co
California
$541K
RDWM
412
Red Door Wealth Management
Tennessee
$535K -$97.6K -1,902 -15%
GJIC
413
Gamble Jones Investment Counsel
California
$518K
IAA
414
Independent Advisor Alliance
North Carolina
$517K +$9.75K +190 +2%
LNC
415
Lincoln National Corp
Pennsylvania
$517K +$124K +2,420 +31%
NB
416
NBT Bank
New York
$516K
9WM
417
9258 Wealth Management
Ohio
$512K -$14.5K -282 -3%
LSAG
418
Lake Street Advisors Group
New Hampshire
$507K +$18.5K +360 +4%
IWM
419
IHT Wealth Management
Illinois
$496K -$375K -7,316 -43%
PFSC
420
Peoples Financial Services Corp
Pennsylvania
$490K +$2.31K +45 +0.5%
JWS
421
Juncture Wealth Strategies
Arizona
$485K -$4.1K -80 -0.8%
BA
422
Ballew Advisors
Mississippi
$485K
VFA
423
Valeo Financial Advisors
Indiana
$483K +$69.8K +1,360 +17%
RI
424
Ridgewood Investments
New Jersey
$482K +$485K +9,452 New
TCPWM
425
Traverso Chambers Private Wealth Management
California
$481K +$25.3K +494 +6%