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New York Times
NYT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
601
Rialto Wealth Management
New York
$2.6K +$756 +10 +48%
CFM
602
Cornerstone Financial Management
Massachusetts
$2.34K – – –
IWS
603
Intentional Wealth Strategies
Colorado
$2.34K +$2.12K +28 New
DPW
604
DiNuzzo Private Wealth
Pennsylvania
$2.26K – – –
MDA
605
Minot DeBlois Advisors
Massachusetts
$2.09K – – –
DF
606
Dunhill Financial
United Kingdom
$1.99K +$1.51K +20 +667%
FHC
607
First Horizon Corporation
Tennessee
$1.93K – – –
BHWM
608
Bay Harbor Wealth Management
Maryland
$1.84K +$756 +10 +83%
PMAM
609
Picton Mahoney Asset Management
Ontario, Canada
$1.76K – – –
SWM
610
SHP Wealth Management
Massachusetts
$1.68K +$983 +13 +186%
CH
611
Cromwell Holdings
Wyoming
$1.51K – – –
BH
612
Burk Holdings
Oklahoma
$1.42K +$1.29K +17 New
TSMHT
613
Thurston Springer Miller Herd & Titak
Indiana
$1.34K – – –
RWM
614
Raffa Wealth Management
District of Columbia
$1.17K +$151 +2 +17%
FMP
615
Financial Management Professionals
Texas
$1K – – –
HFS
616
Hughes Financial Services
Virginia
$1K +$151 +2 +20%
IPS
617
Investors Portfolio Services
Washington
$1K -$76 -1 -7%
WETS
618
Wealth Enhancement Trust Services
South Dakota
$921 – – –
VWM
619
Vermillion Wealth Management
Minnesota
$921 +$832 +11 New
OCWP
620
Owl Creek Wealth Partners
Colorado
$838 +$756 +10 New
PWA
621
Principia Wealth Advisory
Texas
$837 +$76 +1 +11%
CSP
622
Cary Street Partners
Virginia
$837 +$756 +10 New
HIA
623
HFM Investment Advisors
New Jersey
$754 – – –
SC
624
SouthState Corp
Florida
$587 -$5.37K -71 -91%
UFF
625
USA Financial Formulas
Michigan
$502 -$76 -1 -14%
23 24
25
26 27