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Name Holding Trade Value Shares
Change
Change in
Stake
PA
601
Procyon Advisors
Connecticut
$42K +$451 +10 +1%
CFD
602
Creative Financial Designs
Indiana
$42K +$11.3K +250 +33%
CB
603
CNB Bank
Pennsylvania
$42K +$46K +1,020 New
RCA
604
Ranch Capital Advisors
Florida
$41K +$45.1K +1,000 New
PP
605
PrairieView Partners
Minnesota
$38K +$40.6K +900 New
QT
606
Quantbot Technologies
New York
$35K -$1.47M -32,590 -97%
SWM
607
Sugarloaf Wealth Management
Georgia
$35K – – –
WCG
608
Weaver Consulting Group
California
$35K +$2.25K +50 +6%
HGWM
609
Harvest Group Wealth Management
Massachusetts
$34K – – –
EI
610
Ellevest Inc
New York
$34K +$10.4K +230 +40%
KFI
611
Key Financial Inc
Pennsylvania
$34K +$35.2K +780 New
SMFS
612
Squar Milner Financial Services
California
$33K +$18.5K +410 +103%
PMFA
613
Plante Moran Financial Advisors
Michigan
$31K +$16.2K +360 +95%
FMII
614
Farmers & Merchants Investments Inc
Nebraska
$30K -$20.3K -450 -38%
HPC
615
HM Payson & Co
Maine
$30K – – –
Simplex Trading
616
Simplex Trading
Illinois
$25K -$6.17M -136,790 -100%
EWM
617
EPG Wealth Management
Georgia
$25K – – –
OSAM
618
O'Shaughnessy Asset Management
Connecticut
$23K +$23.4K +520 +1,733%
SIS
619
Sound Income Strategies
Florida
$22K -$30.2K -670 -56%
AIC
620
Archer Investment Corporation
Indiana
$21K -$45.5K -1,010 -66%
HCM
621
Horrell Capital Management
Arkansas
$21K – – –
LFG
622
LifePlan Financial Group
Ohio
$21K – – –
NSB
623
Norway Savings Bank
Maine
$21K – – –
CFO
624
CVA Family Office
Colorado
$21K +$22.5K +500 New
CAM
625
CenterStar Asset Management
Illinois
$20K – – –