We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
3151
Sharp Financial Services
Pennsylvania
$256K -$5.16K -55 -2%
QWM
3152
Quaker Wealth Management
New Jersey
$256K +$6.2K +66 +3%
SSWM
3153
Strait & Sound Wealth Management
California
$255K
SWM
3154
Sterling Wealth Management
Illinois
$255K -$87K -927 -28%
BBPWM
3155
Blue Bell Private Wealth Management
Pennsylvania
$255K +$3.75K +40 +2%
WSFG
3156
Wall Street Financial Group
Illinois
$255K +$227K +2,423 New
BIA
3157
Bell Investment Advisors
California
$255K -$41.2K -439 -15%
RCA
3158
Ranch Capital Advisors
Florida
$254K +$226K +2,405 New
HP
3159
Haven Private
Florida
$254K
API
3160
Asset Planning Inc
California
$254K +$10.9K +116 +5%
AWA
3161
AGH Wealth Advisors
Kansas
$254K -$49.9K -532 -18%
OPCM
3162
Osborne Partners Capital Management
California
$254K
ACM
3163
Alessandra Capital Management
California
$254K +$226K +2,410 New
WIA
3164
Wealthedge Investment Advisors
New York
$253K +$226K +2,408 New
SWM
3165
SFG Wealth Management
Maryland
$253K +$226K +2,407 New
PCH
3166
PGIM Custom Harvest
New Jersey
$253K -$282 -3 -0.1%
SWA
3167
ShankerValleau Wealth Advisors
Illinois
$253K
Cohen & Steers
3168
Cohen & Steers
New York
$253K
CWM
3169
Cahaba Wealth Management
Georgia
$253K -$52K -554 -19%
CHA
3170
Cooper/Haims Advisors
New York
$253K
BW
3171
Balance Wealth
Ohio
$252K +$225K +2,399 New
EP
3172
E6 Portfolios
Utah
$252K +$225K +2,394 New
HGA
3173
Hobbs Group Advisors
South Carolina
$252K +$225K +2,394 New
OWCM
3174
One Wealth Capital Management
Arizona
$252K +$225K +2,392 New
SIAG
3175
Safeguard Investment Advisory Group
California
$251K +$224K +2,388 New