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Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
1001
Shine Investment Advisory Services
Colorado
$61K -$2.91K -15 -4%
WPA
1002
West Paces Advisors
Georgia
$60.2K -$5.24K -27 -7%
MA
1003
MCF Advisors
Kentucky
$59K – – –
BCM
1004
Birch Capital Management
Texas
$55K – – –
SC
1005
Solstein Capital
California
$55K +$7.37K +38 +14%
SQA
1006
Simon Quick Advisors
New Jersey
$54K -$15.7K -81 -21%
EI
1007
Ellevest Inc
New York
$53K +$23.7K +122 +70%
SIC
1008
Salem Investment Counselors
North Carolina
$51K – – –
CAC
1009
Certified Advisory Corp
Florida
$50K – – –
CFN
1010
Cordasco Financial Network
Florida
$50K – – –
PA
1011
Procyon Advisors
Connecticut
$48K +$19.8K +102 +60%
ZB
1012
Zions Bancorporation
Utah
$46K -$33.8K -174 -40%
DOA
1013
D'Orazio & Associates
Virginia
$46K -$582 -3 -1%
KPCM
1014
Kings Point Capital Management
New York
$44K -$194 -1 -0.4%
BHWM
1015
Bay Harbor Wealth Management
Maryland
$44K – – –
CHA
1016
Carmichael Hill & Associates
Maryland
$44K – – –
KPW
1017
Kore Private Wealth
New York
$43K -$150K -773 -76%
MIFH
1018
Migdal Insurance & Financial Holdings
Israel
$43K +$47.5K +245 New
TPWA
1019
TRUE Private Wealth Advisors
Oregon
$42K -$3.69K -19 -7%
NL
1020
NVWM LLC
Pennsylvania
$42K +$45.8K +236 New
OSAM
1021
O'Shaughnessy Asset Management
Connecticut
$41K -$88.8K -458 -66%
CI
1022
CX Institutional
Indiana
$40K -$7.37K -38 -15%
BWA
1023
Burt Wealth Advisors
Maryland
$40K +$9.51K +49 +28%
WQ
1024
Wealth Quarterback
New Jersey
$39.9K -$1.43M -7,365 -97%
VRM
1025
Vectors Research Management
New York
$39K -$10.3K -53 -19%