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Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
401
Bessemer Group
New Jersey
$502K
KMWM
402
Keudell/Morrison Wealth Management
Oregon
$500K -$34.9K -696 -6%
TWA
403
TCI Wealth Advisors
Arizona
$500K -$16.4K -328 -3%
EHC
404
Everett Harris & Co
California
$499K
BAM
405
Belpointe Asset Management
Nevada
$498K -$56.1K -1,119 -10%
QI
406
Qtron Investments
Massachusetts
$497K -$262K -5,239 -33%
ZCA
407
Zeke Capital Advisors
Pennsylvania
$494K -$46.3K -924 -8%
RDWM
408
Red Door Wealth Management
Tennessee
$489K -$6.36K -127 -1%
BCA
409
Bay Colony Advisors
Massachusetts
$488K +$207K +4,138 +66%
HRC
410
Hoertkorn Richard Charles
$487K -$24.1K -480 -4%
Cetera Investment Advisers
411
Cetera Investment Advisers
Illinois
$485K -$23.2K -463 -4%
ACWM
412
Adams Chetwood Wealth Management
North Carolina
$481K -$92.2K -1,840 -15%
GJIC
413
Gamble Jones Investment Counsel
California
$478K -$50 -1 -0%
B
414
Bailard
California
$478K +$44.7K +893 +10%
JF
415
Jump Financial
Illinois
$478K +$509K +10,167 New
KTM
416
Keeler Thomas Management
Utah
$473K -$50.4K -1,005 -9%
LNC
417
Lincoln National Corp
Pennsylvania
$473K -$4.46K -89 -0.9%
NB
418
NBT Bank
New York
$470K -$7.01K -140 -1%
MCP
419
Mirador Capital Partners
California
$461K -$41K -819 -8%
AWM
420
Altium Wealth Management
New York
$455K +$32.9K +656 +7%
CAM
421
Cresset Asset Management
Illinois
$453K -$106K -2,109 -18%
PFSC
422
Peoples Financial Services Corp
Pennsylvania
$453K
BA
423
Ballew Advisors
Mississippi
$452K
GT
424
Greenleaf Trust
Michigan
$447K -$63.6K -1,269 -12%
CS
425
Comerica Securities
Michigan
$446K -$83.5K -1,667 -15%