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Name Holding Trade Value Shares
Change
Change in
Stake
LW
776
Linscomb Wealth
Texas
$944K +$34.4K +744 +4%
EFS
777
Essex Financial Services
Connecticut
$940K -$120K -2,592 -12%
FBT
778
First Bankers Trust
Kentucky
$936K
MFS
779
MSI Financial Services
Massachusetts
$936K +$226K +4,888 +33%
HHGA
780
Halbert Hargrove Global Advisors
California
$911K -$25.7K -556 -3%
CCP
781
Clarkston Capital Partners
Michigan
$890K +$30.9K +668 +4%
TCM
782
Tran Capital Management
California
$889K -$22.4K -484 -3%
TFA
783
Transamerica Financial Advisors
Florida
$888K +$343K +7,416 +66%
FCH
784
Freestone Capital Holdings
Washington
$883K +$10.7K +232 +1%
AIM
785
Aspen Investment Management
Michigan
$877K
BFO
786
Boston Family Office
Massachusetts
$870K +$51.8K +1,120 +7%
OPCM
787
Osborne Partners Capital Management
California
$869K -$37.9K -820 -4%
BMO
788
Beck Mack & Oliver
New York
$865K +$42.5K +920 +5%
VF
789
Virtu Financial
New York
$863K +$834K +18,060 New
Millennium Management
790
Millennium Management
New York
$860K -$45.3M -981,404 -98%
FB
791
Fulton Bank
Pennsylvania
$857K +$17.9K +388 +2%
SC
792
SouthState Corp
Florida
$853K +$134K +2,908 +19%
RFS
793
Rockefeller Financial Services
New York
$841K
EPFB
794
Employees Provident Fund Board
Malaysia
$841K +$813K +17,600 New
CWM
795
Concert Wealth Management
California
$835K +$41.4K +896 +5%
B
796
BancorpSouth
Mississippi
$833K -$1.66K -36 -0.2%
GVT
797
Genesee Valley Trust
New York
$825K +$86.7K +1,876 +12%
OMCS
798
Old Mutual Customised Solutions
South Africa
$822K +$55.4K +1,200 +8%
SSB
799
Sandy Spring Bank
Maryland
$805K -$44.4K -960 -5%
FAAS
800
First Allied Advisory Services
California
$795K +$61.9K +1,340 +9%