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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
601
Creative Capital Management Investments
California
$2.03K +$2.24K +29 New
CFM
602
Cornerstone Financial Management
Massachusetts
$1.96K – – –
KG
603
Kilter Group
New York
$1.89K -$1.54K -20 -43%
DPW
604
DiNuzzo Private Wealth
Pennsylvania
$1.89K – – –
WA
605
Whipplewood Advisors
Colorado
$1.89K -$2.24K -29 -52%
BHWM
606
Bay Harbor Wealth Management
Maryland
$1.82K +$308 +4 +18%
MDA
607
Minot DeBlois Advisors
Massachusetts
$1.75K – – –
DF
608
Dunhill Financial
United Kingdom
$1.67K – – –
FHC
609
First Horizon Corporation
Tennessee
$1.61K – – –
SWM
610
SHP Wealth Management
Massachusetts
$1.4K – – –
HIA
611
HFM Investment Advisors
New Jersey
$1.26K +$694 +9 +100%
BH
612
Burk Holdings
Oklahoma
$1.19K – – –
CIAM
613
Caitong International Asset Management
Hong Kong
$1.19K +$1.31K +17 New
HFS
614
Hughes Financial Services
Virginia
$1.12K +$308 +4 +33%
AG
615
AmeriFlex Group
Nevada
$1.12K +$1.23K +16 New
CI
616
CX Institutional
Indiana
$1K -$3.93K -51 -78%
RWM
617
Raffa Wealth Management
District of Columbia
$910 -$77 -1 -7%
IPS
618
Investors Portfolio Services
Washington
$910 – – –
FMP
619
Financial Management Professionals
Texas
$840 – – –
BWL
620
Bogart Wealth LLC
Virginia
$770 +$540 +7 +175%
OCWP
621
Owl Creek Wealth Partners
Colorado
$700 – – –
PWA
622
Principia Wealth Advisory
Texas
$700 – – –
LI
623
LRI Investments
Florida
$560 +$617 +8 New
SC
624
SouthState Corp
Florida
$490 – – –
UFF
625
USA Financial Formulas
Michigan
$420 – – –