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Name Holding Trade Value Shares
Change
Change in
Stake
CT
751
Coastline Trust
Rhode Island
$270K
FDCC
752
Foster Dykema Cabot & Co
Massachusetts
$269K
FA
753
FDx Advisors
Illinois
$269K +$260K +1,546 New
OFS
754
Orrstown Financial Services
Pennsylvania
$268K -$31.5K -187 -11%
TTWM
755
TCV Trust & Wealth Management
Virginia
$267K -$10.9K -65 -4%
FC
756
Financial Consulate
Maryland
$267K +$674 +4 +0.3%
RSWM
757
Robertson Stephens Wealth Management
California
$266K +$14.1K +84 +6%
NFG
758
Northeast Financial Group
Pennsylvania
$266K
TPWA
759
TRUE Private Wealth Advisors
Oregon
$265K -$171K -1,016 -40%
SFWC
760
Strategic Family Wealth Counselors
New Jersey
$264K +$1.01K +6 +0.4%
BMC
761
Beaton Management Company
Massachusetts
$263K
OBGC
762
O'Brien Greene & Co
Pennsylvania
$261K
PBC
763
Pavion Blue Capital
California
$261K
STC
764
Sarah T. Connolly
$261K
LRPA
765
L. Roy Papp & Associates
Arizona
$260K
CAM
766
Cresset Asset Management
Illinois
$260K +$251K +1,493 New
VWM
767
Valley Wealth Managers
New Jersey
$260K +$251K +1,493 New
P
768
Pitcairn
Pennsylvania
$256K -$3.54K -21 -1%
SAM
769
SignalPoint Asset Management
Missouri
$255K
MCWS
770
McKinley Carter Wealth Services
West Virginia
$253K -$25.3K -150 -9%
FP
771
Foundry Partners
Minnesota
$253K
CCP
772
Corient Capital Partners
California
$253K +$13.3K +79 +6%
YWP
773
YorkBridge Wealth Partners
New York
$252K
MSA
774
Marino Stram & Associates
Massachusetts
$252K +$244K +1,447 New
Members Trust
775
Members Trust
Florida
$251K -$78.3K -465 -24%