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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
751
Carroll Financial Associates
North Carolina
$251K +$15.4K +102 +7%
PWS
752
Precision Wealth Strategies
Missouri
$247K +$16.3K +108 +7%
FNBTCON
753
First National Bank & Trust Co of Newtown
Pennsylvania
$246K – – –
CT
754
Coastline Trust
Rhode Island
$245K – – –
FDCC
755
Foster Dykema Cabot & Co
Massachusetts
$244K -$142K -946 -38%
WI
756
Wintrust Investments
Illinois
$244K +$24.2K +161 +12%
FC
757
Financial Consulate
Maryland
$242K +$452 +3 +0.2%
NFG
758
Northeast Financial Group
Pennsylvania
$241K +$151 +1 +0.1%
BMC
759
Beaton Management Company
Massachusetts
$239K – – –
SFWC
760
Strategic Family Wealth Counselors
New Jersey
$239K +$753 +5 +0.3%
OBGC
761
O'Brien Greene & Co
Pennsylvania
$237K -$30.1K -200 -12%
PBC
762
Pavion Blue Capital
California
$237K – – –
STC
763
Sarah T. Connolly
$237K – – –
LRPA
764
L. Roy Papp & Associates
Arizona
$236K – – –
HCP
765
Hexagon Capital Partners
Arkansas
$236K +$108K +720 +93%
P
766
Pitcairn
Pennsylvania
$235K -$32.8K -218 -13%
CG
767
Colony Group
Massachusetts
$235K -$11K -73 -5%
JWA
768
JFS Wealth Advisors
Pennsylvania
$234K – – –
GIA
769
Gateway Investment Advisers
Ohio
$233K -$23.5K -156 -10%
SAM
770
SignalPoint Asset Management
Missouri
$231K +$3.16K +21 +1%
FC
771
Farley Capital
New York
$230K – – –
YWP
772
YorkBridge Wealth Partners
New York
$229K -$2.71K -18 -1%
FP
773
Foundry Partners
Minnesota
$229K – – –
NL
774
NWAM LLC
Washington
$228K – – –
RSWM
775
Robertson Stephens Wealth Management
California
$228K +$6.93K +46 +3%