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Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
776
Sanders Morris Harris
Texas
$901K – – –
CPC
777
Cookson Peirce & Co
Pennsylvania
$892K -$102K -314 -11%
CCT
778
Country Club Trust
Missouri
$887K +$6.48K +20 +0.8%
LNC
779
Lincoln National Corp
Pennsylvania
$884K -$12.6K -39 -2%
FFC
780
First Financial Corp
Indiana
$880K -$8.42K -26 -1%
LNB
781
Ledyard National Bank
$879K -$3.24K -10 -0.4%
FLPIM
782
F.L. Putnam Investment Management
Massachusetts
$879K +$69K +213 +9%
BS
783
Bessemer Securities
New York
$875K – – –
CFGS
784
Concourse Financial Group Securities
Alabama
$875K +$24.3K +75 +3%
CT
785
Chicago Trust
Illinois
$874K +$87.5K +270 +12%
OPS
786
Orion Portfolio Solutions
Nebraska
$865K +$81.6K +252 +11%
NL
787
Navalign LLC
California
$862K +$12.3K +38 +2%
GWM
788
Geneos Wealth Management
Colorado
$860K -$97.2K -300 -11%
NG
789
NatWest Group
United Kingdom
$857K +$77.8K +240 +11%
PA
790
Procyon Advisors
Connecticut
$857K +$141K +435 +21%
CPIG
791
Chicago Partners Investment Group
Illinois
$854K +$11.3K +35 +1%
CGL
792
Clarius Group LLC
Washington
$854K +$161K +498 +25%
IWP
793
Icon Wealth Partners
Texas
$853K -$357K -1,101 -31%
HLOC
794
H.L. Ormond & Company
North Carolina
$850K +$923K +2,848 New
CIAS
795
Capital Investment Advisory Services
North Carolina
$848K +$12K +37 +2%
AC
796
Abbrea Capital
California
$848K +$57K +176 +8%
TCWM
797
Total Clarity Wealth Management
Illinois
$847K -$4.86K -15 -0.6%
LWCFA
798
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$845K – – –
MIP
799
Marietta Investment Partners
Wisconsin
$845K – – –
ZF
800
Zhang Financial
Michigan
$842K +$9.07K +28 +1%
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