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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
AA
326
Addison Advisors
Vermont
$5.83K +$5.53K +150 New
KFS
327
Kelly Financial Services
Massachusetts
$5.68K – – –
WTA
328
Washington Trust Advisors
Massachusetts
$4.98K – – –
BWM
329
BerganKDV Wealth Management
Minnesota
$4.51K – – –
HI
330
Harbour Investments
Wisconsin
$4.12K – – –
BTI
331
Blue Trust Inc
Georgia
$4K +$4.16K +113 New
JWA
332
JFS Wealth Advisors
Pennsylvania
$3.97K +$221 +6 +6%
AAS
333
Ameritas Advisory Services
Nebraska
$3.9K +$3.69K +100 New
GIA
334
GHP Investment Advisors
Colorado
$3.89K – – –
KFI
335
Key Financial Inc
Pennsylvania
$3.89K – – –
AF
336
Allworth Financial
California
$3.69K -$958 -26 -21%
BIA
337
Bell Investment Advisors
California
$3.31K +$958 +26 +44%
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$2.68K – – –
PFBT
339
Parkside Financial Bank & Trust
Missouri
$2.57K – – –
GRP
340
Global Retirement Partners
California
$2.53K +$111 +3 +5%
SC
341
Schubert & Co
Texas
$2.26K +$811 +22 +61%
CAL
342
Capital Advisors Ltd
Ohio
$2K – – –
First Manhattan
343
First Manhattan
New York
$1.94K – – –
SWM
344
Spire Wealth Management
Virginia
$1.94K – – –
BAM
345
Bellevue Asset Management
Washington
$1.91K – – –
PPC
346
Park Place Capital
Alabama
$1.59K – – –
PWMG
347
Prestige Wealth Management Group
New Jersey
$1.28K – – –
BAAM
348
Baker Avenue Asset Management
California
$1.21K – – –
CWA
349
Carolina Wealth Advisors
South Carolina
$1.21K – – –
AF
350
Advisornet Financial
Minnesota
$1.21K +$369 +10 +48%