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Name Holding Trade Value Shares
Change
Change in
Stake
SF
176
Summit Financial
New Jersey
$682K -$11.2K -334 -2%
FBC
177
Fairfield, Bush & Co
Connecticut
$647K +$90.7K +2,700 +16%
LW
178
Linscomb Wealth
Texas
$633K +$7.86K +234 +1%
FFSOTS
179
Fiduciary Financial Services of The Southwest
Texas
$623K – – –
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$614K -$552K -16,426 -47%
SBIA
181
Sheaff Brock Investment Advisors
Indiana
$613K – – –
GCP
182
GSA Capital Partners
United Kingdom
$610K -$90.3K -2,688 -13%
AIA
183
Avalon Investment & Advisory
Texas
$610K +$20.7K +615 +3%
Manulife (Manufacturers Life Insurance)
184
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$606K – – –
BWCS
185
Beirne Wealth Consulting Services
Connecticut
$605K -$8.73K -260 -1%
TWMP
186
Taylor Wealth Management Partners
Massachusetts
$592K – – –
GEM
187
Global Endowment Management
North Carolina
$591K +$603K +17,970 New
KeyBank National Association
188
KeyBank National Association
Ohio
$586K -$236K -7,034 -28%
FCI
189
Financial Counselors Inc
Kansas
$561K +$573K +17,056 New
BF
190
BOK Financial
Oklahoma
$555K +$6.14K +183 +1%
FC
191
Ferris Capital
Massachusetts
$547K +$166K +4,940 +42%
EWM
192
Evercore Wealth Management
New York
$515K +$526K +15,666 New
CS
193
Comerica Securities
Michigan
$505K +$52.6K +1,565 +11%
SGCA
194
Steel Grove Capital Advisors
Tennessee
$498K -$754K -22,464 -60%
SPIA
195
Steward Partners Investment Advisory
New York
$492K -$44.5K -1,325 -8%
Bessemer Group
196
Bessemer Group
New Jersey
$472K -$45.6K -1,359 -9%
LTFS
197
Ladenburg Thalmann Financial Services
Florida
$463K -$2.92K -87 -0.6%
AWM
198
Avior Wealth Management
Nebraska
$460K -$29.4K -877 -6%
CCT
199
Country Club Trust
Missouri
$458K -$34.1K -1,016 -7%
WCA
200
Westover Capital Advisors
Delaware
$446K – – –