We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
2176
JFS Wealth Advisors
Pennsylvania
$262K +$47.7K +191 +24%
OFS
2177
OneAscent Financial Services
Alabama
$260K +$241K +966 New
AIM
2178
Acropolis Investment Management
Missouri
$259K +$749 +3 +0.3%
UL
2179
Unionview LLC
Washington
$259K +$1.5K +6 +0.6%
VAFP
2180
Vahanian & Associates Financial Planning
New York
$259K -$7.49K -30 -3%
PPP
2181
Private Portfolio Partners
New Jersey
$259K -$30.7K -123 -11%
FWM
2182
FFT Wealth Management
Pennsylvania
$259K +$250 +1 +0.1%
CA
2183
Corrado Advisors
New Jersey
$259K +$240K +963 New
ICP
2184
Interchange Capital Partners
Pennsylvania
$259K -$132K -530 -35%
PCM
2185
Poehling Capital Management
Wisconsin
$258K -$2.8M -11,231 -92%
PCA
2186
Prosperity Capital Advisors
Ohio
$258K -$499 -2 -0.2%
GAG
2187
GM Advisory Group
New York
$257K -$1.25K -5 -0.5%
ESBC
2188
E.S. Barr & Co
Kentucky
$257K +$239K +957 New
LIG
2189
Lokken Investment Group
Delaware
$257K +$239K +957 New
LA
2190
Lynch & Associates
Indiana
$257K +$239K +957 New
T
2191
TRUADVICE
Florida
$256K +$39.4K +158 +20%
CCM
2192
Conway Capital Management
California
$256K
NRC
2193
New Republic Capital
North Carolina
$255K +$237K +950 New
BCMO
2194
Buckingham Capital Management (Ohio)
Ohio
$255K
CWP
2195
Core Wealth Partners
California
$255K
SFG
2196
StrategIQ Financial Group
Indiana
$255K -$24.5K -98 -9%
BWP
2197
Balboa Wealth Partners
Arizona
$254K +$236K +946 New
RZH
2198
Relyea Zuckerberg Hanson
Connecticut
$254K +$236K +946 New
VCM
2199
Versant Capital Management
Arizona
$254K +$749 +3 +0.3%
CCIA
2200
Cherry Creek Investment Advisors
Colorado
$253K +$499 +2 +0.2%