We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
801
Quaker Wealth Management
New Jersey
$679 +$67 +1 +9%
IAS
802
IMA Advisory Services
Colorado
$678 -$940 -14 -54%
LWMI
803
Legacy Wealth Management (Idaho)
Idaho
$623 – – –
CWM
804
Copia Wealth Management
Oregon
$622 – – –
BCH
805
Berkshire Capital Holdings
California
$566 – – –
CPL
806
Capital & Planning LLC
Georgia
$566 +$672 +10 New
BFS
807
Bare Financial Services
Pennsylvania
$509 -$806 -12 -57%
EAM
808
Eukles Asset Management
Ohio
$509 -$604 -9 -50%
BHWM
809
Beaird Harris Wealth Management
Texas
$429 +$201 +3 +60%
AIS
810
Advocate Investing Services
Maryland
$396 – – –
CT
811
Colonial Trust
South Carolina
$376 +$470 +7 New
GWM
812
Gilpin Wealth Management
Colorado
$340 – – –
CMA
813
Cedar Mountain Advisors
Oregon
$339 – – –
TC
814
Trust Company
Kansas
$339 – – –
1CP
815
1015 Capital Partners
Pennsylvania
$339 +$67 +1 +20%
IPS
816
Investors Portfolio Services
Washington
$294 +$470 +7 New
FRA
817
Front Row Advisors
California
$283 – – –
LHEI
818
Leo H. Evart Inc
California
$283 +$336 +5 New
TFA
819
Toth Financial Advisory
Virginia
$227 – – –
SHIM
820
Stone House Investment Management
Pennsylvania
$226 +$269 +4 New
RJA
821
Ross\Johnson & Associates
Minnesota
$170 -$269 -4 -57%
AFG
822
Albion Financial Group
Utah
$170 – – –
GTAM
823
Global Trust Asset Management
Florida
$170 – – –
GFA
824
Godfrey Financial Associates
New York
$170 – – –
RFS
825
Richardson Financial Services
Massachusetts
$170 – – –