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Name Holding Trade Value Shares
Change
Change in
Stake
GDP
601
Great Diamond Partners
Maine
$588K +$12.5K +273 +2%
KIA
602
KCM Investment Advisors
California
$587K +$99.2K +2,169 +22%
IAN
603
Integrated Advisors Network
Texas
$584K +$541K +11,833 New
TPCW
604
TD Private Client Wealth
New York
$582K +$394K +8,621 +272%
BL
605
Balentine LLC
Georgia
$577K -$403K -8,815 -43%
WQ
606
Wealth Quarterback
New Jersey
$573K -$61K -1,334 -10%
OTL
607
Oak Thistle LLC
New York
$573K +$530K +11,600 New
BJL
608
Brighton Jones LLC
Washington
$572K +$823 +18 +0.2%
CWA
609
Canvas Wealth Advisors
Kansas
$570K +$457 +10 +0.1%
BA
610
Bristlecone Advisors
Washington
$568K +$526K +11,505 New
SCA
611
Snowden Capital Advisors
New York
$561K +$27.1K +593 +6%
DI
612
Diligent Investors
California
$557K -$9.14K -200 -2%
PNC
613
Park National Corp
Ohio
$555K +$1.55K +34 +0.3%
LTAS
614
Linden Thomas Advisory Services
North Carolina
$555K +$514K +11,235 New
SG Americas Securities
615
SG Americas Securities
New York
$551K -$597K -13,058 -54%
LSAG
616
Lake Street Advisors Group
New Hampshire
$547K +$24K +526 +5%
NSIM
617
North Star Investment Management
Illinois
$546K +$2.97K +65 +0.6%
NWMG
618
National Wealth Management Group
Ohio
$546K +$507K +11,099 New
LNC
619
Lincoln National Corp
Pennsylvania
$545K -$49.7K -1,088 -9%
WANY
620
Wealthspire Advisors (New York)
New York
$544K +$504K +11,027 New
LGA
621
Lebenthal Global Advisors
New York
$544K +$1.6K +35 +0.3%
Lido Advisors
622
Lido Advisors
California
$543K +$503K +11,007 New
CCMIC
623
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$543K
VFA
624
Valeo Financial Advisors
Indiana
$539K -$23.3K -510 -4%
TPWM
625
Twelve Points Wealth Management
Massachusetts
$535K +$73.6K +1,611 +17%