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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
201
United Capital Financial Advisors
Texas
$511K -$302K -10,314 -36%
SPIA
202
Steward Partners Investment Advisory
New York
$510K +$48.4K +1,652 +10%
SBIA
203
Sheaff Brock Investment Advisors
Indiana
$501K +$525K +17,901 New
VanEck Associates
204
VanEck Associates
New York
$497K -$151K -5,156 -23%
FA
205
FDx Advisors
Illinois
$487K +$55.2K +1,884 +12%
FCI
206
Financial Counselors Inc
Kansas
$478K – – –
BWCS
207
Beirne Wealth Consulting Services
Connecticut
$464K -$22.1K -754 -4%
Lido Advisors
208
Lido Advisors
California
$426K +$446K +15,218 New
SGCA
209
Steel Grove Capital Advisors
Tennessee
$424K – – –
EWM
210
Evercore Wealth Management
New York
$420K – – –
CI
211
Clal Insurance
Israel
$420K +$147K +5,000 +50%
OWD
212
Osborn Williams & Donohoe
Ohio
$420K +$239K +8,171 +120%
Bank of New York Mellon
213
Bank of New York Mellon
New York
$413K +$30.8K +1,050 +8%
Bessemer Group
214
Bessemer Group
New Jersey
$402K – – –
CCA
215
Cobblestone Capital Advisors
New York
$391K +$113K +3,847 +38%
BF
216
BOK Financial
Oklahoma
$388K +$13K +444 +3%
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$388K +$122K +4,171 +43%
WCA
218
Westover Capital Advisors
Delaware
$380K – – –
WEC
219
Winslow Evans & Crocker
Massachusetts
$380K +$49.8K +1,700 +14%
OC
220
Oppenheimer & Co
New York
$377K +$394K +13,450 New
BWP
221
Baldwin Wealth Partners
Massachusetts
$372K – – –
WA
222
Wambolt & Associates
Colorado
$365K -$26K -888 -6%
AIM
223
AMI Investment Management
Indiana
$363K +$379K +12,950 New
MMG
224
Monetary Management Group
Missouri
$353K +$23.3K +794 +7%
CCT
225
Country Club Trust
Missouri
$352K +$108K +3,695 +41%