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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
326
Dark Forest Capital Management
Puerto Rico
$18K +$17.2K +363 New
RIM
327
Rockbridge Investment Management
New York
$14K +$47 +1 +0.4%
BFC
328
Bedel Financial Consulting
Indiana
$12K – – –
Schroder Investment Management Group
329
Schroder Investment Management Group
United Kingdom
$12K – – –
APA
330
American Portfolios Advisors
New York
$11.5K – – –
NSIM
331
North Star Investment Management
Illinois
$11K +$10.6K +224 New
CA
332
Clearstead Advisors
Ohio
$10K – – –
GAM
333
Gemmer Asset Management
California
$10K – – –
SIM
334
Sonora Investment Management
Arizona
$10K – – –
HI
335
Harbour Investments
Wisconsin
$10K +$426 +9 +5%
MAM
336
Meeder Asset Management
Ohio
$8K +$47 +1 +0.6%
KFS
337
Kelly Financial Services
Massachusetts
$7.1K – – –
BIA
338
Bell Investment Advisors
California
$7K +$7.1K +150 New
OCM
339
Orion Capital Management
California
$6K +$5.72K +121 New
FCA
340
FinTrust Capital Advisors
South Carolina
$5K – – –
LPWM
341
Lake Point Wealth Management
Texas
$5K – – –
FWM
342
Focused Wealth Management
New York
$5K +$47 +1 +1%
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$5K +$4.49K +95 New
AF
344
Allworth Financial
California
$5K +$4.68K +99 New
APC
345
Aspire Private Capital
North Carolina
$4K – – –
CFD
346
Creative Financial Designs
Indiana
$4K – – –
LC
347
Lindbrook Capital
California
$4K – – –
LWM
348
Liberty Wealth Management
California
$4K +$1.61K +34 +100%
TWA
349
TCI Wealth Advisors
Arizona
$3K -$6.01K -127 -68%
CWA
350
Carolina Wealth Advisors
South Carolina
$2K – – –