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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
326
Kelly Financial Services
Massachusetts
$6.63K +$43 +1 +0.7%
FWM
327
Focused Wealth Management
New York
$5K – – –
LPWM
328
Lake Point Wealth Management
Texas
$5K – – –
LC
329
Lindbrook Capital
California
$5K +$1.34K +31 +38%
GIA
330
GHP Investment Advisors
Colorado
$5K +$4.33K +100 New
KFI
331
Key Financial Inc
Pennsylvania
$5K +$4.33K +100 New
CFO
332
CVA Family Office
Colorado
$4K – – –
TWA
333
TCI Wealth Advisors
Arizona
$3K -$2.08K -48 -45%
APC
334
Aspire Private Capital
North Carolina
$3K – – –
MFT
335
Moisand Fitzgerald Tamayo
Florida
$3K +$2.56K +59 New
Loomis, Sayles & Company
336
Loomis, Sayles & Company
Massachusetts
$3K +$2.69K +62 New
EI
337
Ellevest Inc
New York
$3K +$2.99K +69 New
First Manhattan
338
First Manhattan
New York
$2K – – –
PFBT
339
Parkside Financial Bank & Trust
Missouri
$2K +$1.08K +25 +147%
CI
340
Cordant Inc
Oregon
$2K +$1.56K +36 New
T
341
TCWP
Ohio
$2K +$2.3K +53 New
FHA
342
First Horizon Advisors
Tennessee
$1K -$40.1K -926 -97%
CWA
343
Carolina Wealth Advisors
South Carolina
$1K – – –
SC
344
Schubert & Co
Texas
$1K +$260 +6 +43%
CAL
345
Capital Advisors Ltd
Ohio
$1K +$563 +13 New
FMP
346
Financial Management Professionals
Texas
$1K +$607 +14 New
DI
347
Disciplined Investments
Oklahoma
$1K +$823 +19 New
DFCM
348
Dark Forest Capital Management
Puerto Rico
$1K +$997 +23 New
SWA
349
Sutton Wealth Advisors
Florida
$917 -$43 -1 -5%
RWM
350
Raffa Wealth Management
District of Columbia
$550 – – –