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New York Times
NYT

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
476
Rakuten Securities
Japan
$2.8K – – –
BFS
477
Bare Financial Services
Pennsylvania
$2.74K +$2.6K +49 New
RCM
478
Raleigh Capital Management
North Carolina
$2.44K +$371 +7 +19%
S
479
Sachetta
Massachusetts
$2.24K +$1.43K +27 +208%
GRP
480
Global Retirement Partners
California
$2.02K +$1.91K +36 New
BGAI
481
Bruce G. Allen Investments
Colorado
$1.96K – – –
FFO
482
Fortitude Family Office
Arizona
$1.96K +$1.85K +35 New
PWMG
483
Prestige Wealth Management Group
New Jersey
$1.85K – – –
SGC
484
Slocum, Gordon & Co
Rhode Island
$1.62K – – –
DPW
485
DiNuzzo Private Wealth
Pennsylvania
$1.51K +$106 +2 +8%
MDA
486
Minot DeBlois Advisors
Massachusetts
$1.4K – – –
CH
487
Cromwell Holdings
Wyoming
$1.01K +$954 +18 New
PMAM
488
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
KG
489
Kilter Group
New York
$896 +$848 +16 New
TSMHT
490
Thurston Springer Miller Herd & Titak
Indiana
$895 – – –
RWM
491
Rialto Wealth Management
New York
$840 +$795 +15 New
CFO
492
CVA Family Office
Colorado
$784 -$1.54K -29 -67%
SIC
493
SJS Investment Consulting
Ohio
$784 -$530 -10 -42%
FMP
494
Financial Management Professionals
Texas
$672 – – –
RWM
495
Raffa Wealth Management
District of Columbia
$672 – – –
HFS
496
Hughes Financial Services
Virginia
$620 +$530 +10 New
RIL
497
Rothschild Investment LLC
Illinois
$560 +$530 +10 New
PWM
498
Parkworth Wealth Management
California
$504 +$265 +5 +125%
HIA
499
HFM Investment Advisors
New Jersey
$504 +$318 +6 +200%
GWSG
500
GPS Wealth Strategies Group
Colorado
$448 – – –
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