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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
751
Evercore Wealth Management
New York
$270K -$67.4K -400 -20%
FWM
752
Frontier Wealth Management
Missouri
$270K -$10.9K -65 -4%
Carson Wealth (CWM LLC)
753
Carson Wealth (CWM LLC)
Nebraska
$270K – – –
CT
754
Coastline Trust
Rhode Island
$270K – – –
FDCC
755
Foster Dykema Cabot & Co
Massachusetts
$269K – – –
FA
756
FDx Advisors
Illinois
$269K +$260K +1,546 New
OFS
757
Orrstown Financial Services
Pennsylvania
$268K -$31.5K -187 -11%
TTWM
758
TCV Trust & Wealth Management
Virginia
$267K -$10.9K -65 -4%
FC
759
Financial Consulate
Maryland
$267K +$674 +4 +0.3%
RSWM
760
Robertson Stephens Wealth Management
California
$266K +$14.1K +84 +6%
NFG
761
Northeast Financial Group
Pennsylvania
$266K – – –
TPWA
762
TRUE Private Wealth Advisors
Oregon
$265K -$171K -1,016 -40%
SFWC
763
Strategic Family Wealth Counselors
New Jersey
$264K +$1.01K +6 +0.4%
BMC
764
Beaton Management Company
Massachusetts
$263K – – –
OBGC
765
O'Brien Greene & Co
Pennsylvania
$261K – – –
PBC
766
Pavion Blue Capital
California
$261K – – –
STC
767
Sarah T. Connolly
$261K – – –
LRPA
768
L. Roy Papp & Associates
Arizona
$260K – – –
CAM
769
Cresset Asset Management
Illinois
$260K +$251K +1,493 New
VWM
770
Valley Wealth Managers
New Jersey
$260K +$251K +1,493 New
P
771
Pitcairn
Pennsylvania
$256K -$3.54K -21 -1%
SAM
772
SignalPoint Asset Management
Missouri
$255K – – –
MCWS
773
McKinley Carter Wealth Services
West Virginia
$253K -$25.3K -150 -9%
FP
774
Foundry Partners
Minnesota
$253K – – –
CCP
775
Corient Capital Partners
California
$253K +$13.3K +79 +6%