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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
976
WFG Advisors
Texas
$862K -$97.6K -1,476 -10%
HEIP
977
Hudson Edge Investment Partners
New Jersey
$862K -$61.9K -936 -7%
MIAN
978
Mariner Independent Advisor Network
Kansas
$855K +$864K +13,071 New
LPC
979
Loeb Partners Corp
New York
$850K – – –
CK
980
Cohen Klingenstein
New York
$837K – – –
TH
981
TCTC Holdings
Texas
$837K – – –
NPC
982
National Planning Corporation
California
$828K -$462K -6,994 -36%
HKIM
983
Hayek Kallen Investment Management
Alabama
$827K -$18.5K -280 -2%
PFBT
984
Parkside Financial Bank & Trust
Missouri
$827K +$25.9K +391 +3%
SC
985
SouthState Corp
Florida
$806K -$17.2K -260 -2%
ANRIA
986
American National Registered Investment Advisor
Texas
$797K -$35.4K -536 -4%
ATC
987
Argent Trust Company
Louisiana
$797K -$33.3K -504 -4%
RMDI
988
R.M. Davis Inc
Maine
$794K +$10.6K +160 +1%
EWM
989
Evercore Wealth Management
New York
$793K +$90.5K +1,368 +13%
DAM
990
Deltec Asset Management
New York
$785K – – –
MNBTD
991
Moody National Bank Trust Division
Texas
$777K -$975K -14,740 -55%
PIM
992
Progressive Investment Management
Oregon
$771K -$8.58M -129,800 -92%
BMC
993
Benin Management Corp
Connecticut
$769K -$635K -9,599 -45%
IWMPD
994
Integrated Wealth Management (Palm Desert)
California
$768K +$777K +11,744 New
FMLI
995
Fukoku Mutual Life Insurance
Japan
$767K -$52.9K -800 -6%
CAM
996
Cypress Asset Management
Texas
$761K – – –
TCM
997
Traynor Capital Management
Pennsylvania
$760K +$369K +5,581 +92%
RCM
998
Reynolds Capital Management
Nevada
$759K -$476K -7,200 -38%
BCM
999
Beck Capital Management
Texas
$742K -$8K -121 -1%
BSW
1000
Buckingham Strategic Wealth
Missouri
$737K +$94.7K +1,432 +15%
38 39
40
41 42