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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
326
Rockbridge Investment Management
New York
$14K +$47 +1 +0.4%
BFC
327
Bedel Financial Consulting
Indiana
$12K
Schroder Investment Management Group
328
Schroder Investment Management Group
United Kingdom
$12K
APA
329
American Portfolios Advisors
New York
$11.5K
NSIM
330
North Star Investment Management
Illinois
$11K +$10.6K +224 New
CA
331
Clearstead Advisors
Ohio
$10K
GAM
332
Gemmer Asset Management
California
$10K
SIM
333
Sonora Investment Management
Arizona
$10K
HI
334
Harbour Investments
Wisconsin
$10K +$426 +9 +5%
MAM
335
Meeder Asset Management
Ohio
$8K +$47 +1 +0.6%
KFS
336
Kelly Financial Services
Massachusetts
$7.1K -$290K -6,124 -98%
BIA
337
Bell Investment Advisors
California
$7K +$7.1K +150 New
OCM
338
Orion Capital Management
California
$6K +$5.72K +121 New
FCA
339
FinTrust Capital Advisors
South Carolina
$5K
LPWM
340
Lake Point Wealth Management
Texas
$5K
FWM
341
Focused Wealth Management
New York
$5K +$47 +1 +1%
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$5K +$4.49K +95 New
AF
343
Allworth Financial
California
$5K +$4.68K +99 New
APC
344
Aspire Private Capital
North Carolina
$4K
CFD
345
Creative Financial Designs
Indiana
$4K
LC
346
Lindbrook Capital
California
$4K
LWM
347
Liberty Wealth Management
California
$4K +$1.61K +34 +100%
TWA
348
TCI Wealth Advisors
Arizona
$3K -$6.01K -127 -68%
CWA
349
Carolina Wealth Advisors
South Carolina
$2K
CCM
350
Covington Capital Management
California
$2K +$1.51K +32 New