We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
801
Golden State Wealth Management
California
$47.7K -$921 -5 -2%
OWA
802
Opal Wealth Advisors
New York
$46.9K +$47.2K +256 New
CA
803
CoreCap Advisors
Michigan
$46.6K -$557K -3,022 -92%
WOSD
804
WFA of San Diego
California
$46K -$369 -2 -0.8%
SWM
805
SHP Wealth Management
Massachusetts
$44.3K +$3.5K +19 +9%
GKIM
806
GW&K Investment Management
Massachusetts
$44K – – –
CAL
807
Capital Advisors Ltd
Ohio
$43K – – –
KFAS
808
Keating Financial Advisory Services
Kansas
$41.8K +$6.08K +33 +17%
AA
809
Ancora Advisors
Ohio
$41.1K +$18.4K +100 +81%
WSFG
810
Wall Street Financial Group
Illinois
$41.1K +$41.3K +224 New
CCWM
811
Cassaday & Co Wealth Management
Virginia
$40K +$40.2K +218 New
BWL
812
Bogart Wealth LLC
Virginia
$39.4K -$54.2K -294 -58%
W
813
WealthCollab
Washington
$37.8K – – –
EWP
814
Elevation Wealth Partners
California
$37.4K +$737 +4 +2%
SFG
815
Strive Financial Group
Indiana
$37K – – –
ST
816
Smithfield Trust
Pennsylvania
$37K +$36.9K +200 +3,333%
VFM
817
Vision Financial Markets
Connecticut
$36.7K – – –
PTC
818
Private Trust Company
Ohio
$36.7K +$4.61K +25 +14%
GA
819
GoalVest Advisory
New York
$36.3K – – –
IWS
820
Intentional Wealth Strategies
Colorado
$36.3K +$36.5K +198 New
QPBE
821
Quintet Private Bank (Europe)
Luxembourg
$35.7K – – –
WA
822
WPG Advisers
Maryland
$34.6K +$8.11K +44 +30%
PWA
823
Principia Wealth Advisory
Texas
$34.1K +$184 +1 +0.5%
MCM
824
MV Capital Management
Maryland
$33.9K -$1.66K -9 -5%
OCWP
825
Owl Creek Wealth Partners
Colorado
$33.9K +$34.1K +185 New