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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
RA
351
Rise Advisors
New York
$22.4K +$23.6K +518 New
BTI
352
Blue Trust Inc
Georgia
$19.4K -$91 -2 -0.4%
SWS
353
SYSTM Wealth Solutions
Illinois
$19K +$2.19K +48 +12%
NCTC
354
New Covenant Trust Company
Indiana
$17.2K +$18.1K +397 New
Nomura Asset Management
355
Nomura Asset Management
Japan
$16.4K
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$16.3K +$228 +5 +1%
FFA
357
Farther Finance Advisors
California
$15K -$228 -5 -1%
HNB
358
Huntington National Bank
Ohio
$12.3K -$728 -16 -5%
BBHC
359
Brown Brothers Harriman & Co
New York
$12K
FCA
360
FinTrust Capital Advisors
South Carolina
$11.4K
HI
361
Harbour Investments
Wisconsin
$11.1K +$5.1K +112 +78%
LC
362
Lindbrook Capital
California
$10.5K -$728 -16 -6%
VWM
363
Venturi Wealth Management
Texas
$10.4K -$2.32K -51 -17%
MG
364
Mather Group
Illinois
$10.2K +$9.47K +208 New
C
365
Covestor
United Kingdom
$10K -$103K -2,270 -91%
TF
366
Tompkins Financial
New York
$9.72K +$10.2K +225 New
NSIM
367
North Star Investment Management
Illinois
$9.69K
KFI
368
Key Financial Inc
Pennsylvania
$9.34K
WTA
369
Washington Trust Advisors
Massachusetts
$9.29K +$1.27K +28 +15%
PMFA
370
Plante Moran Financial Advisors
Michigan
$8.64K
MCM
371
MV Capital Management
Maryland
$7.56K
LFA
372
LGT Financial Advisors
Texas
$7.04K
CTA
373
Colonial Trust Advisors
South Carolina
$6.92K
AA
374
Addison Advisors
Vermont
$6.48K
KFS
375
Kelly Financial Services
Massachusetts
$6.38K +$46 +1 +0.7%