We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1076
Quantum Financial Advisors
California
$197K +$17.2K +1,337 +10%
MCM
1077
Maple Capital Management
Vermont
$197K +$14.5K +1,128 +8%
CBA
1078
Coastal Bridge Advisors
Connecticut
$196K -$3.93K -305 -2%
UWP
1079
Uniting Wealth Partners
Kansas
$196K – – –
FFS
1080
Founders Financial Securities
Maryland
$196K +$192K +14,910 New
GW
1081
Griffith & Werner
Georgia
$195K – – –
DWM
1082
Destination Wealth Management
California
$195K +$7.67K +595 +4%
CAS
1083
Coppell Advisory Solutions
Texas
$194K -$22.1K -1,714 -10%
GPWM
1084
Grant Private Wealth Management
California
$194K +$190K +14,772 New
AW
1085
Alteri Wealth
California
$193K +$9.24K +717 +5%
MJPCFAI
1086
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
$193K +$189K +14,672 New
GC
1087
Guidance Capital
Kentucky
$192K +$13.1K +1,019 +8%
BAG
1088
Bridgewealth Advisory Group
California
$192K +$864 +67 +0.5%
ICP
1089
Interchange Capital Partners
Pennsylvania
$192K +$4.73K +367 +3%
LT
1090
Legacy Trust
Michigan
$191K +$2.58K +200 +1%
OIS
1091
OneAscent Investment Solutions
Alabama
$190K -$27.9K -2,161 -13%
CFP
1092
Catalyst Financial Partners
Massachusetts
$190K -$35.2K -2,734 -16%
HWM
1093
Hohimer Wealth Management
Washington
$189K -$31.2K -2,422 -14%
WMA
1094
Wealth Management Associates
New Jersey
$188K +$1.16K +90 +0.6%
AF
1095
Advisornet Financial
Minnesota
$188K +$6.41K +497 +4%
MAWA
1096
Moss Adams Wealth Advisors
Washington
$188K +$155 +12 +0.1%
PP
1097
PFS Partners
New Jersey
$187K +$387 +30 +0.2%
BFIM
1098
Beese Fulmer Investment Management
Ohio
$187K +$184K +14,264 New
PP
1099
PDS Planning
Ohio
$187K -$1.66K -129 -0.9%
CCA
1100
Corps Capital Advisors
Texas
$187K – – –