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New York Times
NYT

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
376
Evoke Wealth
California
$277K +$247K +3,988 New
NA
377
NewEdge Advisors
Louisiana
$276K +$241K +3,880 +4,128%
BWM
378
BlackDiamond Wealth Management
New York
$274K -$62 -1 -0%
BIG
379
Brooklyn Investment Group
New York
$271K +$242K +3,900 New
OC
380
Oppenheimer & Co
New York
$271K -$62K -1,000 -20%
DE
381
Diversified Enterprises
Delaware
$270K +$7.94K +128 +3%
SO
382
STRS Ohio
Ohio
$267K +$434 +7 +0.2%
EWA
383
EP Wealth Advisors
California
$265K +$237K +3,818 New
KCP
384
Kera Capital Partners
California
$262K +$222K +3,580 New
CCA
385
Childress Capital Advisors
Texas
$259K +$231K +3,728 New
KRW
386
Kaufman Rossin Wealth
Florida
$258K – – –
MYAM
387
Meiji Yasuda Asset Management
Japan
$257K -$3.53K -57 -2%
PA
388
Profund Advisors
Maryland
$250K -$6.01K -97 -3%
CSPIA
389
Cary Street Partners Investment Advisory
Virginia
$248K +$221K +3,565 New
ATC
390
Argent Trust Co
Tennessee
$247K – – –
BP
391
Ballentine Partners
Massachusetts
$246K +$220K +3,547 New
AWA
392
Argos Wealth Advisors
California
$245K +$219K +3,531 New
QFW
393
QTR Family Wealth
Florida
$243K +$213K +3,431 New
WANY
394
Wealthspire Advisors (New York)
New York
$239K +$47.6K +767 +29%
BAM
395
Brave Asset Management
New Jersey
$239K -$7.94K -128 -4%
ECM
396
Everence Capital Management
Indiana
$237K +$211K +3,410 New
SWM
397
Steinberganna Wealth Management
New York
$237K -$35.5K -572 -14%
AI
398
Atria Investments
North Carolina
$236K +$210K +3,394 New
ECSS
399
Eurizon Capital SGR SpA
$234K +$209K +3,371 New
AWA
400
Aaron Wealth Advisors
Illinois
$232K +$207K +3,342 New
14 15
16
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