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GAM

General American Investors Company

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$293K -$69.1K -1,325 -20%
SPWM
52
Schrum Private Wealth Management
Florida
$284K
SWP
53
Stratos Wealth Partners
Ohio
$283K
TSWM
54
Tyler-Stone Wealth Management
Ohio
$273K
CWM
55
Compass Wealth Management
Connecticut
$272K
TF
56
Tompkins Financial
New York
$258K
ICMP
57
Integrated Capital Management (Pennsylvania)
Pennsylvania
$256K -$13.2K -253 -5%
MWM
58
Mission Wealth Management
California
$235K
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$226K
EFS
60
Essex Financial Services
Connecticut
$225K
DACS
61
Dymon Asia Capital (Singapore)
Singapore
$222K +$206K +3,960 New
Bessemer Group
62
Bessemer Group
New Jersey
$216K -$26.1K -501 -11%
Osaic Holdings
63
Osaic Holdings
Arizona
$210K +$57.5K +1,103 +42%
PFS
64
Prospera Financial Services
Texas
$203K +$189K +3,618 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$203K +$188K +3,614 New
RFC
66
Regions Financial Corp
Alabama
$202K +$188K +3,610 New
GC
67
Grimes & Company
Massachusetts
$202K +$188K +3,602 New
RF
68
Robinswood Financial
Washington
$194K
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$193K
HI
70
Harbour Investments
Wisconsin
$175K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$140K
EPIM
72
Evelyn Partners Investment Management
$126K
EB
73
Eastern Bank
Massachusetts
$96.6K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$74K
FFA
75
Farther Finance Advisors
California
$61.6K