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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
APA
326
American Portfolios Advisors
New York
$10.2K -$94.4K -2,121 -90%
TFM
327
TFC Financial Management
Massachusetts
$10K +$4.63K +104 +81%
GAM
328
Gemmer Asset Management
California
$9K
SIM
329
Sonora Investment Management
Arizona
$9K
CA
330
Clearstead Advisors
Ohio
$9K +$4.45K +100 +100%
TWA
331
TCI Wealth Advisors
Arizona
$8K -$2K -45 -19%
HI
332
Harbour Investments
Wisconsin
$8K -$134 -3 -2%
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$7K
MAM
334
Meeder Asset Management
Ohio
$7K +$980 +22 +15%
LC
335
Lindbrook Capital
California
$4K -$6.86K -154 -66%
FCA
336
FinTrust Capital Advisors
South Carolina
$4K
FWM
337
Focused Wealth Management
New York
$4K
CFO
338
CVA Family Office
Colorado
$4K +$4.01K +90 New
LPWM
339
Lake Point Wealth Management
Texas
$4K +$4.45K +100 New
QCG
340
Quadrant Capital Group
Ohio
$3K -$1.6K -36 -36%
CFD
341
Creative Financial Designs
Indiana
$3K
APC
342
Aspire Private Capital
North Carolina
$3K +$45 +1 +1%
OSAM
343
O'Shaughnessy Asset Management
Connecticut
$2K -$22.5K -506 -90%
GA
344
GoalVest Advisory
New York
$2K +$2.23K +50 New
FHC
345
First Horizon Corporation
Tennessee
$1K
TFA
346
Transamerica Financial Advisors
Florida
$1K +$134 +3 New
RFA
347
Reilly Financial Advisors
California
$1K +$757 +17 New
CWA
348
Carolina Wealth Advisors
South Carolina
$1K +$1.38K +31 New
LWM
349
Liberty Wealth Management
California
$1K +$1.51K +34 New
Nisa Investment Advisors
350
Nisa Investment Advisors
Missouri
$753 -$138K -3,100 -15%