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Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
201
VanEck Associates
New York
$497K -$151K -5,156 -23%
FA
202
FDx Advisors
Illinois
$487K +$55.2K +1,884 +12%
FCI
203
Financial Counselors Inc
Kansas
$478K
BWCS
204
Beirne Wealth Consulting Services
Connecticut
$464K -$22.1K -754 -4%
Lido Advisors
205
Lido Advisors
California
$426K +$446K +15,218 New
SGCA
206
Steel Grove Capital Advisors
Tennessee
$424K
EWM
207
Evercore Wealth Management
New York
$420K
CI
208
Clal Insurance
Israel
$420K +$147K +5,000 +50%
OWD
209
Osborn Williams & Donohoe
Ohio
$420K +$239K +8,171 +120%
Bank of New York Mellon
210
Bank of New York Mellon
New York
$413K +$30.8K +1,050 +8%
Bessemer Group
211
Bessemer Group
New Jersey
$402K
CCA
212
Cobblestone Capital Advisors
New York
$391K +$113K +3,847 +38%
BF
213
BOK Financial
Oklahoma
$388K +$13K +444 +3%
Cambridge Investment Research Advisors
214
Cambridge Investment Research Advisors
Iowa
$388K +$122K +4,171 +43%
WCA
215
Westover Capital Advisors
Delaware
$380K
WEC
216
Winslow Evans & Crocker
Massachusetts
$380K +$49.8K +1,700 +14%
OC
217
Oppenheimer & Co
New York
$377K +$394K +13,450 New
BWP
218
Baldwin Wealth Partners
Massachusetts
$372K
WA
219
Wambolt & Associates
Colorado
$365K -$26K -888 -6%
AIM
220
AMI Investment Management
Indiana
$363K +$379K +12,950 New
MMG
221
Monetary Management Group
Missouri
$353K +$23.3K +794 +7%
CCT
222
Country Club Trust
Missouri
$352K +$108K +3,695 +41%
CCP
223
Cardan Capital Partners
Colorado
$339K +$355K +12,099 New
GIA
224
GHP Investment Advisors
Colorado
$322K
Luther King Capital Management (LKCM)
225
Luther King Capital Management (LKCM)
Texas
$321K -$29.3K -1,000 -8%