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Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
176
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$667K +$73.5K +2,306 +13%
LPL Financial
177
LPL Financial
California
$655K -$32.2K -1,009 -5%
SBIA
178
Sheaff Brock Investment Advisors
Indiana
$646K – – –
SF
179
Summit Financial
New Jersey
$640K -$27.1K -851 -4%
FFSOTS
180
Fiduciary Financial Services of The Southwest
Texas
$635K +$24.4K +765 +4%
FBC
181
Fairfield, Bush & Co
Connecticut
$633K – – –
IMC Chicago
182
IMC Chicago
Illinois
$629K +$622K +19,533 New
LW
183
Linscomb Wealth
Texas
$622K +$2.26K +71 +0.4%
KeyBank National Association
184
KeyBank National Association
Ohio
$593K +$19.2K +604 +3%
BWCS
185
Beirne Wealth Consulting Services
Connecticut
$557K -$35.1K -1,101 -6%
FCI
186
Financial Counselors Inc
Kansas
$549K – – –
FC
187
Ferris Capital
Massachusetts
$536K – – –
SPIA
188
Steward Partners Investment Advisory
New York
$533K +$51.6K +1,619 +11%
HB
189
Homrich & Berg
Georgia
$503K +$105K +3,294 +27%
FA
190
FDx Advisors
Illinois
$499K +$66.1K +2,074 +15%
SGCA
191
Steel Grove Capital Advisors
Tennessee
$487K – – –
EWM
192
Evercore Wealth Management
New York
$483K -$21.2K -666 -4%
Bessemer Group
193
Bessemer Group
New Jersey
$463K – – –
AWM
194
Avior Wealth Management
Nebraska
$451K – – –
WA
195
Wambolt & Associates
Colorado
$448K +$34.9K +1,095 +9%
Bank of New York Mellon
196
Bank of New York Mellon
New York
$441K -$455K -14,285 -51%
AG
197
Advisor Group
Arizona
$439K +$37.5K +1,176 +9%
WCA
198
Westover Capital Advisors
Delaware
$437K – – –
BF
199
BOK Financial
Oklahoma
$432K -$110K -3,443 -20%
BWP
200
Baldwin Wealth Partners
Massachusetts
$428K – – –