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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
1001
Simon Quick Advisors
New Jersey
$54K -$15.7K -81 -21%
EI
1002
Ellevest Inc
New York
$53K +$23.7K +122 +70%
SIC
1003
Salem Investment Counselors
North Carolina
$51K
CAC
1004
Certified Advisory Corp
Florida
$50K
CFN
1005
Cordasco Financial Network
Florida
$50K
PA
1006
Procyon Advisors
Connecticut
$48K +$19.8K +102 +60%
ZB
1007
Zions Bancorporation
Utah
$46K -$33.8K -174 -40%
DOA
1008
D'Orazio & Associates
Virginia
$46K -$582 -3 -1%
KPCM
1009
Kings Point Capital Management
New York
$44K -$194 -1 -0.4%
BHWM
1010
Bay Harbor Wealth Management
Maryland
$44K
CHA
1011
Carmichael Hill & Associates
Maryland
$44K
KPW
1012
Kore Private Wealth
New York
$43K -$150K -773 -76%
MIFH
1013
Migdal Insurance & Financial Holdings
Israel
$43K +$47.5K +245 New
TPWA
1014
TRUE Private Wealth Advisors
Oregon
$42K -$3.69K -19 -7%
NL
1015
NVWM LLC
Pennsylvania
$42K +$45.8K +236 New
OSAM
1016
O'Shaughnessy Asset Management
Connecticut
$41K -$88.8K -458 -66%
CI
1017
CX Institutional
Indiana
$40K -$7.37K -38 -15%
BWA
1018
Burt Wealth Advisors
Maryland
$40K +$9.51K +49 +28%
WQ
1019
Wealth Quarterback
New Jersey
$39.9K -$1.43M -7,365 -97%
VRM
1020
Vectors Research Management
New York
$39K -$10.3K -53 -19%
SLF
1021
Sun Life Financial
Ontario, Canada
$39K -$388 -2 -0.9%
LWA
1022
Lowe Wealth Advisors
Maryland
$38K
RFA
1023
Reilly Financial Advisors
California
$37K -$2.13K -11 -5%
ARMC
1024
American Research & Management Company
Massachusetts
$37K
CCM
1025
Cribstone Capital Management
Maine
$37K