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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
326
HC Financial Advisors
California
$26K – – –
IAIM
327
International Assets Investment Management
Florida
$24K – – –
KFP
328
KB Financial Partners
New Jersey
$22K +$22.2K +442 New
BEI
329
Benjamin Edwards Inc
Missouri
$18K +$18.1K +360 New
Schroder Investment Management Group
330
Schroder Investment Management Group
United Kingdom
$15K +$14.8K +294 New
RIM
331
Rockbridge Investment Management
New York
$14K +$50 +1 +0.4%
BFC
332
Bedel Financial Consulting
Indiana
$12K – – –
NCM
333
New Capital Management
Texas
$12K – – –
TWA
334
TCI Wealth Advisors
Arizona
$12K +$8.63K +172 +292%
LC
335
Lindbrook Capital
California
$12K +$10K +200 +571%
GAM
336
Gemmer Asset Management
California
$10K – – –
SIM
337
Sonora Investment Management
Arizona
$10K – – –
HI
338
Harbour Investments
Wisconsin
$10K +$9.94K +198 New
KFS
339
Kelly Financial Services
Massachusetts
$7.28K – – –
TFM
340
TFC Financial Management
Massachusetts
$7K -$3.51K -70 -35%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
MAM
342
Meeder Asset Management
Ohio
$7K +$1.86K +37 +33%
CA
343
Clearstead Advisors
Ohio
$5K – – –
FCA
344
FinTrust Capital Advisors
South Carolina
$5K – – –
FWM
345
Focused Wealth Management
New York
$5K – – –
QCG
346
Quadrant Capital Group
Ohio
$5K +$2.06K +41 +69%
MWP
347
Meridian Wealth Partners
Pennsylvania
$5K +$4.62K +92 New
CFD
348
Creative Financial Designs
Indiana
$4K – – –
APC
349
Aspire Private Capital
North Carolina
$4K +$3.56K +71 +1,775%
CFB
350
Cullen/Frost Bankers
Texas
$3K – – –