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Name Holding Trade Value Shares
Change
Change in
Stake
AUB
551
Atlantic Union Bankshares
Virginia
$249K – – –
DT
552
Diversified Trust
Tennessee
$247K -$82.4K -699 -25%
FAAS
553
First Allied Advisory Services
California
$246K -$75.4K -640 -23%
CCG
554
Chatham Capital Group
Georgia
$245K – – –
IPC
555
Independent Portfolio Consultants
Florida
$244K -$13.8K -117 -5%
Northwestern Mutual Wealth Management
556
Northwestern Mutual Wealth Management
Wisconsin
$242K +$10.6K +90 +5%
TBA
557
Train Babcock Advisors
New York
$237K – – –
OA
558
Outfitter Advisors
Virginia
$234K – – –
MCM
559
Murphy Capital Management
New Jersey
$233K +$233K +1,979 New
WAS
560
Winch Advisory Services
Wisconsin
$231K +$230K +1,952 New
GJIC
561
Gamble Jones Investment Counsel
California
$226K -$13.7K -116 -6%
ISL
562
Ingalls & Snyder LLC
New York
$225K -$68.6K -582 -23%
EWM
563
Evercore Wealth Management
New York
$224K – – –
VFA
564
Voya Financial Advisors
Connecticut
$224K +$227K +1,928 New
SW
565
SVB Wealth
Massachusetts
$223K +$222K +1,886 New
ACM
566
Argyle Capital Management
Pennsylvania
$221K – – –
SNT
567
Security National Trust
West Virginia
$221K – – –
LOAME
568
Lombard Odier Asset Management (Europe)
United Kingdom
$218K – – –
CG
569
Colony Group
Massachusetts
$216K -$6.25K -53 -3%
Lido Advisors
570
Lido Advisors
California
$215K +$214K +1,819 New
CG
571
Caprock Group
Idaho
$212K +$212K +1,797 New
SAMC
572
Shinko Asset Management Company
Japan
$210K -$58.9K -500 -22%
EWM
573
Endurance Wealth Management
Rhode Island
$209K – – –
FANJ
574
Financial Architects (New Jersey)
New Jersey
$206K – – –
PFS
575
Prospera Financial Services
Texas
$206K +$206K +1,748 New