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Name Holding Trade Value Shares
Change
Change in
Stake
TBA
551
Train Babcock Advisors
New York
$237K
OA
552
Outfitter Advisors
Virginia
$234K
MCM
553
Murphy Capital Management
New Jersey
$233K +$233K +1,979 New
WAS
554
Winch Advisory Services
Wisconsin
$231K +$230K +1,952 New
GJIC
555
Gamble Jones Investment Counsel
California
$226K -$13.7K -116 -6%
ISL
556
Ingalls & Snyder LLC
New York
$225K -$68.6K -582 -23%
EWM
557
Evercore Wealth Management
New York
$224K
VFA
558
Voya Financial Advisors
Connecticut
$224K +$227K +1,928 New
SW
559
SVB Wealth
Massachusetts
$223K +$222K +1,886 New
ACM
560
Argyle Capital Management
Pennsylvania
$221K
SNT
561
Security National Trust
West Virginia
$221K
LOAME
562
Lombard Odier Asset Management (Europe)
United Kingdom
$218K
CG
563
Colony Group
Massachusetts
$216K -$6.25K -53 -3%
Lido Advisors
564
Lido Advisors
California
$215K +$214K +1,819 New
CG
565
Caprock Group
Idaho
$212K +$212K +1,797 New
SAMC
566
Shinko Asset Management Company
Japan
$210K -$58.9K -500 -22%
EWM
567
Endurance Wealth Management
Rhode Island
$209K
FANJ
568
Financial Architects (New Jersey)
New Jersey
$206K
PFS
569
Prospera Financial Services
Texas
$206K +$206K +1,748 New
SFSG
570
Stearns Financial Services Group
North Carolina
$204K +$204K +1,727 New
ITIM
571
Indiana Trust & Investment Management
Indiana
$204K +$204K +1,729 New
SSWM
572
Sheets Smith Wealth Management
North Carolina
$203K +$202K +1,717 New
Simplex Trading
573
Simplex Trading
Illinois
$203K +$203K +1,726 New
BKA
574
Brick & Kyle Associates
Pennsylvania
$183K -$5.42K -46 -3%
ST
575
Smithfield Trust
Pennsylvania
$181K +$68.6K +582 +61%