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New York Times
NYT

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
576
Vision Retirement
New Jersey
$5.92K -$1.23K -16 -16%
CT
577
Clearstead Trust
Maine
$5.67K – – –
WB
578
Webster Bank
Connecticut
$5.53K – – –
EWP
579
Elevation Wealth Partners
California
$5.46K – – –
HNW
580
High Note Wealth
Minnesota
$5.32K – – –
1IA
581
1620 Investment Advisors
Massachusetts
$5.25K – – –
AIM
582
Anchor Investment Management
South Carolina
$5.25K – – –
FAM
583
Fulcrum Asset Management
United Kingdom
$4.73K +$5.17K +67 New
JWM
584
JPL Wealth Management
Colorado
$4.34K -$1K -13 -17%
MAM
585
Marquette Asset Management
Minnesota
$4.13K – – –
AS
586
Altshuler Shaham
Israel
$4.06K +$4.47K +58 New
CAL
587
Capital Advisors Ltd
Ohio
$4K – – –
HWP
588
Highline Wealth Partners
California
$3.92K +$4.32K +56 New
S
589
Sachetta
Massachusetts
$3.85K +$463 +6 +12%
ZBNA
590
Zions Bancorporation, National Association
Utah
$3.36K +$386 +5 +12%
PWA
591
Physician Wealth Advisors
Utah
$3.29K -$308 -4 -8%
RWM
592
Rialto Wealth Management
New York
$2.66K +$540 +7 +23%
TFA
593
Transamerica Financial Advisors
Florida
$2.6K -$2.7K -35 -49%
MA
594
MCF Advisors
Kentucky
$2.45K – – –
BGAI
595
Bruce G. Allen Investments
Colorado
$2.45K – – –
NFSG
596
Newbridge Financial Services Group
Florida
$2.45K – – –
CA
597
Continuum Advisory
Idaho
$2.38K +$2.62K +34 New
PWMG
598
Prestige Wealth Management Group
New Jersey
$2.31K – – –
CH
599
Cromwell Holdings
Wyoming
$2.31K +$1.16K +15 +83%
GSWM
600
Golden State Wealth Management
California
$2.24K – – –
22 23
24
25 26