We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
2451
Pacific Sun Financial
California
$228K +$219K +758 New
TCM
2452
Tufton Capital Management
Maryland
$228K +$219K +758 New
OPPS
2453
Obsidian Personal Planning Solutions
Maryland
$228K -$9.52K -33 -4%
KCM
2454
Kathmere Capital Management
Pennsylvania
$227K +$218K +755 New
KI
2455
Kapitalo Investimentos
Brazil
$227K +$162K +561 +291%
CAL
2456
Capital Advisors Ltd
Ohio
$227K +$7.5K +26 +4%
Cassaday & Co Wealth Management
2457
Cassaday & Co Wealth Management
Virginia
$227K +$217K +753 New
SLT
2458
St Louis Trust
Missouri
$227K +$217K +753 New
TWP
2459
Triad Wealth Partners
Kansas
$227K +$217K +753 New
SFA
2460
Souders Financial Advisors
Ohio
$226K +$217K +751 New
AAMA
2461
Advanced Asset Management Advisors
Ohio
$226K +$216K +750 New
OPA
2462
Old Port Advisors
Maine
$226K +$216K +749 New
ML
2463
McAdam LLC
Pennsylvania
$225K +$216K +747 New
MAG
2464
M3 Advisory Group
Massachusetts
$225K +$215K +746 New
EGA
2465
E&G Advisors
Texas
$224K +$215K +744 New
AT
2466
American Trust
Kentucky
$223K -$77K -267 -27%
PI
2467
Pachira Investments
California
$223K +$214K +740 New
Hirtle Callaghan & Co
2468
Hirtle Callaghan & Co
Pennsylvania
$221K +$212K +735 New
WPA
2469
West Paces Advisors
Georgia
$221K – – –
CWM
2470
CCG Wealth Management
California
$220K +$211K +731 New
HPM
2471
Hoxton Planning & Management
West Virginia
$220K +$211K +730 New
AWG
2472
Altus Wealth Group
Colorado
$220K +$210K +729 New
SAM
2473
Summit Asset Management
Tennessee
$220K +$210K +729 New
PCMC
2474
Planning Capital Management Corporation
Pennsylvania
$219K -$52.2K -181 -20%
HP
2475
Holistic Planning
Texas
$218K +$209K +724 New