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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
401
Patriot Financial Group Insurance Agency
Massachusetts
$504K -$260K -5,199 -33%
Bessemer Group
402
Bessemer Group
New Jersey
$502K – – –
KMWM
403
Keudell/Morrison Wealth Management
Oregon
$500K -$34.9K -696 -6%
TWA
404
TCI Wealth Advisors
Arizona
$500K -$16.4K -328 -3%
EHC
405
Everett Harris & Co
California
$499K – – –
BAM
406
Belpointe Asset Management
Nevada
$498K -$56.1K -1,119 -10%
QI
407
Qtron Investments
Massachusetts
$497K -$262K -5,239 -33%
ZCA
408
Zeke Capital Advisors
Pennsylvania
$494K -$46.3K -924 -8%
RDWM
409
Red Door Wealth Management
Tennessee
$489K -$6.36K -127 -1%
BCA
410
Bay Colony Advisors
Massachusetts
$488K +$207K +4,138 +66%
HRC
411
Hoertkorn Richard Charles
$487K -$24.1K -480 -4%
Cetera Investment Advisers
412
Cetera Investment Advisers
Illinois
$485K -$23.2K -463 -4%
ACWM
413
Adams Chetwood Wealth Management
North Carolina
$481K -$92.2K -1,840 -15%
GJIC
414
Gamble Jones Investment Counsel
California
$478K -$50 -1 -0%
B
415
Bailard
California
$478K +$44.7K +893 +10%
JF
416
Jump Financial
Illinois
$478K +$509K +10,167 New
KTM
417
Keeler Thomas Management
Utah
$473K -$50.4K -1,005 -9%
LNC
418
Lincoln National Corp
Pennsylvania
$473K -$4.46K -89 -0.9%
NB
419
NBT Bank
New York
$470K -$7.01K -140 -1%
MCP
420
Mirador Capital Partners
California
$461K -$41K -819 -8%
AWM
421
Altium Wealth Management
New York
$455K +$32.9K +656 +7%
CAM
422
Cresset Asset Management
Illinois
$453K -$106K -2,109 -18%
PFSC
423
Peoples Financial Services Corp
Pennsylvania
$453K – – –
BA
424
Ballew Advisors
Mississippi
$452K – – –
GT
425
Greenleaf Trust
Michigan
$447K -$63.6K -1,269 -12%