We are live on ! Find out more
NYT icon

New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
351
Contravisory Investment Management
Massachusetts
$24.1K – – –
RA
352
Rise Advisors
New York
$22.4K +$23.6K +518 New
BTI
353
Blue Trust Inc
Georgia
$19.4K -$91 -2 -0.4%
SWS
354
SYSTM Wealth Solutions
Illinois
$19K +$2.19K +48 +12%
NCTC
355
New Covenant Trust Company
Indiana
$17.2K +$18.1K +397 New
Nomura Asset Management
356
Nomura Asset Management
Japan
$16.4K – – –
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$16.3K +$228 +5 +1%
FFA
358
Farther Finance Advisors
California
$15K -$228 -5 -1%
HNB
359
Huntington National Bank
Ohio
$12.3K -$728 -16 -5%
BBHC
360
Brown Brothers Harriman & Co
New York
$12K – – –
FCA
361
FinTrust Capital Advisors
South Carolina
$11.4K – – –
HI
362
Harbour Investments
Wisconsin
$11.1K +$5.1K +112 +78%
LC
363
Lindbrook Capital
California
$10.5K -$728 -16 -6%
VWM
364
Venturi Wealth Management
Texas
$10.4K -$2.32K -51 -17%
MG
365
Mather Group
Illinois
$10.2K +$9.47K +208 New
C
366
Covestor
United Kingdom
$10K -$103K -2,270 -91%
TF
367
Tompkins Financial
New York
$9.72K +$10.2K +225 New
NSIM
368
North Star Investment Management
Illinois
$9.69K – – –
KFI
369
Key Financial Inc
Pennsylvania
$9.34K – – –
WTA
370
Washington Trust Advisors
Massachusetts
$9.29K +$1.27K +28 +15%
PMFA
371
Plante Moran Financial Advisors
Michigan
$8.64K – – –
MCM
372
MV Capital Management
Maryland
$7.56K – – –
LFA
373
LGT Financial Advisors
Texas
$7.04K – – –
CTA
374
Colonial Trust Advisors
South Carolina
$6.92K – – –
AA
375
Addison Advisors
Vermont
$6.48K – – –