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Name Holding Trade Value Shares
Change
Change in
Stake
QC
1101
Quent Capital
New York
$46.5K – – –
SIM
1102
Synergy Investment Management
Florida
$44.1K -$846 -1 -2%
CIS
1103
Custom Index Systems
New York
$43.2K +$44K +52 New
BWA
1104
Basecamp Wealth Advisors
Washington
$42.3K +$2.54K +3 +6%
OCWP
1105
Owl Creek Wealth Partners
Colorado
$42.3K +$5.08K +6 +13%
SA
1106
SRH Advisors
Kansas
$41.5K – – –
AWM
1107
Activest Wealth Management
Florida
$40.7K -$5.08K -6 -11%
APW
1108
Aventura Private Wealth
Florida
$39.8K – – –
OCM
1109
Orion Capital Management
California
$39K – – –
AAG
1110
Armstrong Advisory Group
Massachusetts
$38.2K -$8.46K -10 -18%
CT
1111
Clearstead Trust
Maine
$38.2K +$11K +13 +39%
BDPWM
1112
Barnes Dennig Private Wealth Management
Ohio
$36.5K -$846 -1 -2%
ITG
1113
Index Technologies Group
New York
$36.5K +$37.2K +44 New
NRG
1114
Nemes Rush Group
Michigan
$36.5K +$37.2K +44 New
TFIPS
1115
Towarzystwo Funduszy Inwestycyjnych PZU SA
$34.9K – – –
PCFFS
1116
Pacific Center for Financial Services
California
$34K – – –
FIM
1117
FWL Investment Management
Texas
$34K +$25.4K +30 +273%
SGFG
1118
Silver Grove Financial Group
New York
$34K +$34.7K +41 New
AUB
1119
Atlantic Union Bankshares
Virginia
$33.2K +$17.8K +21 +111%
MSFP
1120
Mark Sheptoff Financial Planning
Connecticut
$33.2K – – –
WETS
1121
Wealth Enhancement Trust Services
South Dakota
$33.2K +$33.8K +40 New
Loomis, Sayles & Company
1122
Loomis, Sayles & Company
Massachusetts
$32.4K +$12.7K +15 +63%
FP
1123
Financial Perspectives
Minnesota
$31.5K +$32.1K +38 New
NFSG
1124
Newbridge Financial Services Group
Florida
$30.7K +$31.3K +37 New
PP
1125
PFS Partners
New Jersey
$29.9K – – –