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Name Holding Trade Value Shares
Change
Change in
Stake
FBC
176
Fairfield, Bush & Co
Connecticut
$647K +$90.7K +2,700 +16%
LW
177
Linscomb Wealth
Texas
$633K +$7.86K +234 +1%
FFSOTS
178
Fiduciary Financial Services of The Southwest
Texas
$623K
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$614K -$552K -16,426 -47%
SBIA
180
Sheaff Brock Investment Advisors
Indiana
$613K
GCP
181
GSA Capital Partners
United Kingdom
$610K -$90.3K -2,688 -13%
AIA
182
Avalon Investment & Advisory
Texas
$610K +$20.7K +615 +3%
Manulife (Manufacturers Life Insurance)
183
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$606K
BWCS
184
Beirne Wealth Consulting Services
Connecticut
$605K -$8.73K -260 -1%
TWMP
185
Taylor Wealth Management Partners
Massachusetts
$592K
GEM
186
Global Endowment Management
North Carolina
$591K +$603K +17,970 New
KeyBank National Association
187
KeyBank National Association
Ohio
$586K -$236K -7,034 -28%
FCI
188
Financial Counselors Inc
Kansas
$561K +$573K +17,056 New
BF
189
BOK Financial
Oklahoma
$555K +$6.14K +183 +1%
FC
190
Ferris Capital
Massachusetts
$547K +$166K +4,940 +42%
EWM
191
Evercore Wealth Management
New York
$515K +$526K +15,666 New
CS
192
Comerica Securities
Michigan
$505K +$52.6K +1,565 +11%
SGCA
193
Steel Grove Capital Advisors
Tennessee
$498K -$754K -22,464 -60%
SPIA
194
Steward Partners Investment Advisory
New York
$492K -$44.5K -1,325 -8%
Bessemer Group
195
Bessemer Group
New Jersey
$472K -$45.6K -1,359 -9%
LTFS
196
Ladenburg Thalmann Financial Services
Florida
$463K -$2.92K -87 -0.6%
AWM
197
Avior Wealth Management
Nebraska
$460K -$29.4K -877 -6%
CCT
198
Country Club Trust
Missouri
$458K -$34.1K -1,016 -7%
WCA
199
Westover Capital Advisors
Delaware
$446K
FA
200
FDx Advisors
Illinois
$442K +$143K +4,257 +46%