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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
RA
401
Rise Advisors
New York
$17.7K -$8.29K -165 -32%
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$17.1K -$50 -1 -0.3%
RF
403
Robinswood Financial
Washington
$15.9K +$50 +1 +0.3%
EC
404
Elequin Capital
New York
$15.1K +$15.3K +304 New
SWM
405
Spire Wealth Management
Virginia
$15K +$15.2K +303 New
WTC
406
WhitTier Trust Company
Nevada
$14.8K +$10K +199 +199%
WSFS
407
Wilmington Savings Fund Society
Delaware
$13.8K – – –
BBHC
408
Brown Brothers Harriman & Co
New York
$13.8K – – –
LFG
409
Larson Financial Group
Missouri
$13.6K +$12.1K +241 +709%
CIM
410
Contravisory Investment Management
Massachusetts
$13.1K -$6.28K -125 -32%
PS
411
Principal Securities
Iowa
$12.9K – – –
CA
412
Centerpoint Advisors
Massachusetts
$12K +$12.5K +249 New
WTA
413
Washington Trust Advisors
Massachusetts
$11.2K +$553 +11 +5%
TF
414
Tompkins Financial
New York
$11.2K – – –
NSIM
415
North Star Investment Management
Illinois
$11.1K – – –
KFI
416
Key Financial Inc
Pennsylvania
$10.7K – – –
BI
417
Binnacle Investments
Iowa
$10.5K +$10.6K +211 New
MG
418
Mather Group
Illinois
$10.3K – – –
AF
419
Allworth Financial
California
$10.2K -$151 -3 -1%
OIA
420
Optimum Investment Advisors
Illinois
$9.92K – – –
PMFA
421
Plante Moran Financial Advisors
Michigan
$9.92K – – –
RI
422
Ridgewood Investments
New Jersey
$7.94K – – –
AA
423
Addison Advisors
Vermont
$7.44K – – –
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$6.3K +$2.92K +58 +84%
SC
425
SouthState Corp
Florida
$6.2K +$6.28K +125 New