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New York Times
NYT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
551
Basecamp Wealth Advisors
Washington
$15.5K -$6.86K -89 -29%
KFI
552
Key Financial Inc
Pennsylvania
$15.1K – – –
BFS
553
Bare Financial Services
Pennsylvania
$14.8K +$7.09K +92 +77%
MG
554
Mather Group
Illinois
$14.6K – – –
PMFA
555
Plante Moran Financial Advisors
Michigan
$14K – – –
RF
556
Rossby Financial
Florida
$12.3K +$2.31K +30 +21%
SS
557
SBI Securities
Japan
$11.3K -$2.47K -32 -16%
GKIM
558
GW&K Investment Management
Massachusetts
$11K +$12.5K +162 New
FMII
559
Farmers & Merchants Investments Inc
Nebraska
$10.1K – – –
CFO
560
CVA Family Office
Colorado
$9.94K -$1.39K -18 -11%
PWPS
561
Pinnacle Wealth Planning Services
Ohio
$9.73K +$8.1K +105 +309%
HI
562
Harbour Investments
Wisconsin
$9.71K +$77 +1 +0.7%
JWA
563
JFS Wealth Advisors
Pennsylvania
$9.24K – – –
KFAS
564
Keating Financial Advisory Services
Kansas
$8.33K -$925 -12 -9%
ACA
565
American Capital Advisory
Idaho
$7.49K +$231 +3 +3%
TPCW
566
TD Private Client Wealth
New York
$7.42K +$2K +26 +33%
GIA
567
GHP Investment Advisors
Colorado
$7.28K – – –
MCA
568
Maryland Capital Advisors
Maryland
$7.07K +$7.79K +101 New
MEG
569
Millstone Evans Group
Colorado
$7K – – –
BIA
570
Bell Investment Advisors
California
$6.16K -$463 -6 -6%
MCM
571
Manchester Capital Management
Vermont
$6.02K +$231 +3 +4%
VR
572
Vision Retirement
New Jersey
$5.92K -$1.23K -16 -16%
CT
573
Clearstead Trust
Maine
$5.67K – – –
WB
574
Webster Bank
Connecticut
$5.53K – – –
EWP
575
Elevation Wealth Partners
California
$5.46K – – –
21 22
23
24 25