Name Holding Trade Value Shares
Change
Change in
Stake
S
751
SignatureFD
Georgia
$273K +$75.1K +425 +36%
ZF
752
Zhang Financial
Michigan
$272K – – –
GCP
753
GSA Capital Partners
United Kingdom
$272K +$284K +1,606 New
MA
754
Montag & Associates
Georgia
$271K -$4.42K -25 -2%
FA
755
FDx Advisors
Illinois
$269K +$8.13K +46 +3%
JFA
756
JNBA Financial Advisors
Minnesota
$267K +$25.4K +144 +10%
SFI
757
Siemens Fonds Invest
Germany
$266K +$277K +1,570 New
FNBTCON
758
First National Bank & Trust Co of Newtown
Pennsylvania
$264K – – –
EWM
759
Evercore Wealth Management
New York
$263K – – –
CT
760
Coastline Trust
Rhode Island
$262K – – –
KCM
761
Kanawha Capital Management
Virginia
$262K +$44.2K +250 +19%
OFS
762
Orrstown Financial Services
Pennsylvania
$261K – – –
FC
763
Financial Consulate
Maryland
$260K +$530 +3 +0.2%
CG
764
Colony Group
Massachusetts
$259K -$13.3K -75 -5%
NFG
765
Northeast Financial Group
Pennsylvania
$258K +$177 +1 +0.1%
SFWC
766
Strategic Family Wealth Counselors
New Jersey
$258K +$883 +5 +0.3%
FWM
767
Frontier Wealth Management
Missouri
$257K -$5.3K -30 -2%
CFG
768
Cooper Financial Group
California
$257K +$20K +113 +8%
BMC
769
Beaton Management Company
Massachusetts
$255K – – –
WT
770
Whittier Trust
California
$254K -$17.5K -99 -6%
OBGC
771
O'Brien Greene & Co
Pennsylvania
$254K – – –
PBC
772
Pavion Blue Capital
California
$254K – – –
STC
773
Sarah T. Connolly
$254K – – –
RC
774
RegentAtlantic Capital
New Jersey
$254K +$24.7K +140 +10%
TPWA
775
TRUE Private Wealth Advisors
Oregon
$253K -$5.48K -31 -2%