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New York Times
NYT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
601
Cornerstone Financial Management
Massachusetts
$2.34K – – –
IWS
602
Intentional Wealth Strategies
Colorado
$2.34K +$2.12K +28 New
DPW
603
DiNuzzo Private Wealth
Pennsylvania
$2.26K – – –
MDA
604
Minot DeBlois Advisors
Massachusetts
$2.09K – – –
DF
605
Dunhill Financial
United Kingdom
$1.99K +$1.51K +20 +667%
FHC
606
First Horizon Corporation
Tennessee
$1.93K – – –
BHWM
607
Bay Harbor Wealth Management
Maryland
$1.84K +$756 +10 +83%
PMAM
608
Picton Mahoney Asset Management
Ontario, Canada
$1.76K – – –
SWM
609
SHP Wealth Management
Massachusetts
$1.68K +$983 +13 +186%
CH
610
Cromwell Holdings
Wyoming
$1.51K – – –
BH
611
Burk Holdings
Oklahoma
$1.42K +$1.29K +17 New
TSMHT
612
Thurston Springer Miller Herd & Titak
Indiana
$1.34K – – –
RWM
613
Raffa Wealth Management
District of Columbia
$1.17K +$151 +2 +17%
FMP
614
Financial Management Professionals
Texas
$1K – – –
HFS
615
Hughes Financial Services
Virginia
$1K +$151 +2 +20%
IPS
616
Investors Portfolio Services
Washington
$1K -$76 -1 -7%
WETS
617
Wealth Enhancement Trust Services
South Dakota
$921 – – –
VWM
618
Vermillion Wealth Management
Minnesota
$921 +$832 +11 New
OCWP
619
Owl Creek Wealth Partners
Colorado
$838 +$756 +10 New
CSP
620
Cary Street Partners
Virginia
$837 +$756 +10 New
HIA
621
HFM Investment Advisors
New Jersey
$754 – – –
SC
622
SouthState Corp
Florida
$587 -$5.37K -71 -91%
UFF
623
USA Financial Formulas
Michigan
$502 -$76 -1 -14%
BWL
624
Bogart Wealth LLC
Virginia
$335 -$1.21K -16 -80%
AGWCA
625
Annis Gardner Whiting Capital Advisors
Florida
$252 +$227 +3 New
23 24
25
26 27