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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
301
Bell Investment Advisors
California
$6K +$7.37K +204 New
GWS
302
Glassman Wealth Services
Virginia
$5K -$72 -2 -1%
HNB
303
Huntington National Bank
Ohio
$5K – – –
KFS
304
Kelly Financial Services
Massachusetts
$4.04K – – –
STCOSD
305
Sageworth Trust Company of South Dakota
South Dakota
$3K -$2.96K -82 -44%
FWM
306
Focused Wealth Management
New York
$3K – – –
GIA
307
GHP Investment Advisors
Colorado
$3K – – –
KFI
308
Key Financial Inc
Pennsylvania
$3K – – –
LPWM
309
Lake Point Wealth Management
Texas
$3K – – –
CA
310
Crewe Advisors
Utah
$3K +$3.5K +97 New
BWM
311
BerganKDV Wealth Management
Minnesota
$3K +$3.61K +100 New
MAM
312
Meeder Asset Management
Ohio
$2K -$6.93K -192 -76%
APC
313
Aspire Private Capital
North Carolina
$2K – – –
PWMG
314
Prestige Wealth Management Group
New Jersey
$2K +$1.99K +55 New
AF
315
Allworth Financial
California
$2K +$2.89K +80 New
UB
316
UMB Bank
Missouri
$1K -$91.1K -2,521 -98%
JWA
317
JFS Wealth Advisors
Pennsylvania
$1K -$7.26K -201 -91%
MFT
318
Moisand Fitzgerald Tamayo
Florida
$1K -$1.01K -28 -47%
CWA
319
Carolina Wealth Advisors
South Carolina
$1K – – –
First Manhattan
320
First Manhattan
New York
$1K – – –
DFCM
321
Dark Forest Capital Management
Puerto Rico
$1K +$144 +4 +17%
PFBT
322
Parkside Financial Bank & Trust
Missouri
$1K +$217 +6 +14%
CAL
323
Capital Advisors Ltd
Ohio
$1K +$433 +12 +92%
SC
324
Schubert & Co
Texas
$1K +$686 +19 +95%
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$1K +$939 +26 New