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Name Holding Trade Value Shares
Change
Change in
Stake
SF
176
Summit Financial
New Jersey
$640K -$27.1K -851 -4%
FFSOTS
177
Fiduciary Financial Services of The Southwest
Texas
$635K +$24.4K +765 +4%
FBC
178
Fairfield, Bush & Co
Connecticut
$633K
IMC Chicago
179
IMC Chicago
Illinois
$629K +$622K +19,533 New
LW
180
Linscomb Wealth
Texas
$622K +$2.26K +71 +0.4%
KeyBank National Association
181
KeyBank National Association
Ohio
$593K +$19.2K +604 +3%
BWCS
182
Beirne Wealth Consulting Services
Connecticut
$557K -$35.1K -1,101 -6%
FCI
183
Financial Counselors Inc
Kansas
$549K
FC
184
Ferris Capital
Massachusetts
$536K
SPIA
185
Steward Partners Investment Advisory
New York
$533K +$51.6K +1,619 +11%
HB
186
Homrich & Berg
Georgia
$503K +$105K +3,294 +27%
FA
187
FDx Advisors
Illinois
$499K +$66.1K +2,074 +15%
SGCA
188
Steel Grove Capital Advisors
Tennessee
$487K
EWM
189
Evercore Wealth Management
New York
$483K -$21.2K -666 -4%
Bessemer Group
190
Bessemer Group
New Jersey
$463K
AWM
191
Avior Wealth Management
Nebraska
$451K
WA
192
Wambolt & Associates
Colorado
$448K +$34.9K +1,095 +9%
Bank of New York Mellon
193
Bank of New York Mellon
New York
$441K -$455K -14,285 -51%
AG
194
Advisor Group
Arizona
$439K +$37.5K +1,176 +9%
WCA
195
Westover Capital Advisors
Delaware
$437K
BF
196
BOK Financial
Oklahoma
$432K -$110K -3,443 -20%
BWP
197
Baldwin Wealth Partners
Massachusetts
$428K
AIP
198
ARS Investment Partners
New York
$418K +$414K +13,000 New
LTFS
199
Ladenburg Thalmann Financial Services
Florida
$414K -$39.5K -1,239 -9%
TWMP
200
Taylor Wealth Management Partners
Massachusetts
$402K -$175K -5,500 -31%