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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
701
Pathstone Family Office
New Jersey
$65K
CIA
702
CSat Investment Advisory
Michigan
$64K +$7.19K +52 +13%
NSIM
703
North Star Investment Management
Illinois
$63K
APA
704
American Portfolios Advisors
New York
$55.3K +$4.01K +29 +8%
MIFH
705
Migdal Insurance & Financial Holdings
Israel
$55K +$53.3K +385 New
SIM
706
Sonora Investment Management
Arizona
$53K
OPS
707
Orion Portfolio Solutions
Nebraska
$50K +$16.5K +119 +52%
QCG
708
Quadrant Capital Group
Ohio
$48K -$149K -1,077 -76%
IA
709
IndexIQ Advisors
New York
$48K +$40.7K +294 +735%
SIAS
710
Shine Investment Advisory Services
Colorado
$46K
MAM
711
Meeder Asset Management
Ohio
$44K +$15.8K +114 +59%
EI
712
Ellevest Inc
New York
$41K +$4.98K +36 +14%
LC
713
Lindbrook Capital
California
$34K -$4.7K -34 -13%
JWA
714
JFS Wealth Advisors
Pennsylvania
$34K
AssetMark Inc
715
AssetMark Inc
California
$33K
SIAP
716
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K
HFA
717
Hoover Financial Advisors
Pennsylvania
$33K +$32.2K +233 New
WR
718
Watson Rebecca
$32K +$30.6K +221 New
OSAM
719
O'Shaughnessy Asset Management
Connecticut
$30K +$28.1K +203 +2,256%
FRA
720
Front Row Advisors
California
$29K -$968 -7 -3%
SFA
721
Semmax Financial Advisors
North Carolina
$27K
AWA
722
Arkadios Wealth Advisors
Georgia
$25.3K +$5.81K +42 +35%
FMII
723
Farmers & Merchants Investments Inc
Nebraska
$25K +$138 +1 +0.6%
PWMG
724
Prestige Wealth Management Group
New Jersey
$24K +$11.2K +81 +96%
JCM
725
Jacobi Capital Management
Pennsylvania
$24K +$16K +116 +215%