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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
326
Schroder Investment Management Group
United Kingdom
$11K -$2K -45 -15%
BFC
327
Bedel Financial Consulting
Indiana
$11K – – –
APA
328
American Portfolios Advisors
New York
$10.2K -$94.4K -2,121 -90%
TFM
329
TFC Financial Management
Massachusetts
$10K +$4.63K +104 +81%
GAM
330
Gemmer Asset Management
California
$9K – – –
SIM
331
Sonora Investment Management
Arizona
$9K – – –
CA
332
Clearstead Advisors
Ohio
$9K +$4.45K +100 +100%
TWA
333
TCI Wealth Advisors
Arizona
$8K -$2K -45 -19%
HI
334
Harbour Investments
Wisconsin
$8K -$134 -3 -2%
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
MAM
336
Meeder Asset Management
Ohio
$7K +$980 +22 +15%
KFS
337
Kelly Financial Services
Massachusetts
$6.27K – – –
LC
338
Lindbrook Capital
California
$4K -$6.86K -154 -66%
FCA
339
FinTrust Capital Advisors
South Carolina
$4K – – –
FWM
340
Focused Wealth Management
New York
$4K – – –
CFO
341
CVA Family Office
Colorado
$4K +$4.01K +90 New
LPWM
342
Lake Point Wealth Management
Texas
$4K +$4.45K +100 New
QCG
343
Quadrant Capital Group
Ohio
$3K -$1.6K -36 -36%
CFD
344
Creative Financial Designs
Indiana
$3K – – –
APC
345
Aspire Private Capital
North Carolina
$3K +$45 +1 +1%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$2K -$22.5K -506 -90%
GA
347
GoalVest Advisory
New York
$2K +$2.23K +50 New
FHC
348
First Horizon Corporation
Tennessee
$1K – – –
TFA
349
Transamerica Financial Advisors
Florida
$1K +$134 +3 New
RFA
350
Reilly Financial Advisors
California
$1K +$757 +17 New