We are live on ! Find out more
NYT icon

New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
551
Key Financial Inc
Pennsylvania
$18.1K – – –
MG
552
Mather Group
Illinois
$17.4K +$15.7K +208 New
PMFA
553
Plante Moran Financial Advisors
Michigan
$16.7K – – –
SS
554
SBI Securities
Japan
$16.2K +$9.83K +130 +203%
EWM
555
Evermay Wealth Management
Virginia
$15.1K – – –
WTC
556
WhitTier Trust Company
Nevada
$14.3K -$7.64K -101 -38%
CFO
557
CVA Family Office
Colorado
$13.4K +$11K +146 +1,043%
PFBT
558
Parkside Financial Bank & Trust
Missouri
$12.6K +$1.44K +19 +15%
AA
559
Addison Advisors
Vermont
$12.6K – – –
TPWA
560
Twin Peaks Wealth Advisors
California
$12.6K +$11.3K +150 New
RF
561
Rossby Financial
Florida
$12.5K +$6.13K +81 +125%
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$12.1K – – –
HI
563
Harbour Investments
Wisconsin
$11.6K +$983 +13 +10%
JWA
564
JFS Wealth Advisors
Pennsylvania
$11.1K +$378 +5 +4%
KFAS
565
Keating Financial Advisory Services
Kansas
$11K +$2.72K +36 +38%
BFS
566
Bare Financial Services
Pennsylvania
$10K +$530 +7 +6%
VCM
567
Versant Capital Management
Arizona
$9.54K +$5.07K +67 +143%
ACA
568
American Capital Advisory
Idaho
$8.71K +$151 +2 +2%
GIA
569
GHP Investment Advisors
Colorado
$8.71K +$303 +4 +4%
VR
570
Vision Retirement
New Jersey
$8.48K – – –
MEG
571
Millstone Evans Group
Colorado
$8.37K – – –
BIA
572
Bell Investment Advisors
California
$7.87K -$2.57K -34 -27%
FFO
573
Fortitude Family Office
Arizona
$7.37K +$4.39K +58 +193%
MCM
574
Manchester Capital Management
Vermont
$6.95K – – –
CT
575
Clearstead Trust
Maine
$6.78K – – –