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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
176
Icon Wealth Partners
Texas
$771K +$43.8K +1,494 +6%
KeyBank National Association
177
KeyBank National Association
Ohio
$740K +$234K +7,983 +43%
CM
178
Caption Management
Oklahoma
$669K +$407K +13,900 +139%
FC
179
Ferris Capital
Massachusetts
$665K +$208K +7,106 +43%
HB
180
Homrich & Berg
Georgia
$662K +$235K +8,020 +51%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$661K +$16.1K +550 +2%
SG Americas Securities
182
SG Americas Securities
New York
$631K +$5.54K +189 +0.8%
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$623K +$276K +9,432 +73%
AFG
184
American Financial Group
Ohio
$616K
FPS
185
Fieldpoint Private Securities
Connecticut
$613K -$63.7K -2,174 -9%
LW
186
Linscomb Wealth
Texas
$609K +$71.7K +2,448 +13%
AIA
187
Avalon Investment & Advisory
Texas
$607K +$6.39K +218 +1%
MOACM
188
Mutual of America Capital Management
New York
$603K
William Blair & Company
189
William Blair & Company
Illinois
$601K +$371K +12,675 +145%
Franklin Resources
190
Franklin Resources
California
$594K
IC
191
Inscription Capital
Texas
$583K -$196K -6,681 -24%
MC
192
Moors & Cabot
Massachusetts
$569K +$260K +8,869 +77%
NL
193
NWAM LLC
Washington
$555K +$232K +7,932 +67%
AWM
194
Avior Wealth Management
Nebraska
$550K +$165K +5,630 +40%
FFSOTS
195
Fiduciary Financial Services of The Southwest
Texas
$547K -$5.57K -190 -1%
SAM
196
Shikiar Asset Management
New York
$534K -$1.04M -35,490 -65%
FBC
197
Fairfield, Bush & Co
Connecticut
$526K -$26.1K -892 -5%
UCFA
198
United Capital Financial Advisors
Texas
$511K -$302K -10,314 -36%
SPIA
199
Steward Partners Investment Advisory
New York
$510K +$48.4K +1,652 +10%
SBIA
200
Sheaff Brock Investment Advisors
Indiana
$501K +$525K +17,901 New