We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
401
Dorsey & Whitney Trust
South Dakota
$567K +$22.9K +447 +4%
SLT
402
St Louis Trust
Missouri
$566K – – –
KTM
403
Keeler Thomas Management
Utah
$564K +$11.1K +217 +2%
TWA
404
TCI Wealth Advisors
Arizona
$559K +$16.8K +328 +3%
LWM
405
Loveless Wealth Management
Montana
$557K -$4.1K -80 -0.7%
EI
406
Ethic Inc
New York
$555K +$161K +3,146 +41%
HRC
407
Hoertkorn Richard Charles
$553K -$4.72K -92 -0.8%
GT
408
Greenleaf Trust
Michigan
$549K -$110K -2,135 -17%
Cetera Investment Advisers
409
Cetera Investment Advisers
Illinois
$549K +$44.3K +863 +9%
RIA
410
Realta Investment Advisors
Delaware
$548K -$59.9K -1,168 -10%
Bessemer Group
411
Bessemer Group
New Jersey
$545K +$11.1K +217 +2%
MCP
412
Mirador Capital Partners
California
$542K +$3.13K +61 +0.6%
EHC
413
Everett Harris & Co
California
$541K – – –
RDWM
414
Red Door Wealth Management
Tennessee
$535K -$97.6K -1,902 -15%
GJIC
415
Gamble Jones Investment Counsel
California
$518K – – –
IAA
416
Independent Advisor Alliance
North Carolina
$517K +$9.75K +190 +2%
LNC
417
Lincoln National Corp
Pennsylvania
$517K +$124K +2,420 +31%
NB
418
NBT Bank
New York
$516K – – –
9WM
419
9258 Wealth Management
Ohio
$512K -$14.5K -282 -3%
LSAG
420
Lake Street Advisors Group
New Hampshire
$507K +$18.5K +360 +4%
IWM
421
IHT Wealth Management
Illinois
$496K -$375K -7,316 -43%
PFSC
422
Peoples Financial Services Corp
Pennsylvania
$490K +$2.31K +45 +0.5%
JWS
423
Juncture Wealth Strategies
Arizona
$485K -$4.1K -80 -0.8%
BA
424
Ballew Advisors
Mississippi
$485K – – –
VFA
425
Valeo Financial Advisors
Indiana
$483K +$69.8K +1,360 +17%