We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WA
901
WealthTrust Axiom
Pennsylvania
$256K -$744 -8 -0.3%
Federated Hermes
902
Federated Hermes
Pennsylvania
$253K +$115K +1,241 +83%
CFP
903
Catalyst Financial Partners
Massachusetts
$253K -$27.5K -296 -10%
PI
904
PFG Investments
New York
$253K +$19.2K +206 +8%
FA
905
Fiduciary Alliance
South Carolina
$252K -$837 -9 -0.3%
SM
906
Sciencast Management
New Jersey
$251K -$5.81M -62,517 -96%
PI
907
Pachira Investments
California
$250K -$66.5K -715 -21%
OCG
908
Opus Capital Group
Ohio
$249K -$1.12K -12 -0.4%
LWM
909
Liberty Wealth Management
California
$249K – – –
SW
910
Simplicity Wealth
New Jersey
$248K +$17.4K +187 +8%
MAA
911
Mraz Amerine & Associates
California
$248K +$930 +10 +0.4%
4WM
912
44 Wealth Management
Oregon
$248K -$16.6K -179 -6%
BAAM
913
Baker Avenue Asset Management
California
$247K +$248K +2,669 New
MQWP
914
Morey & Quinn Wealth Partners
Nebraska
$246K – – –
CAMG
915
CWA Asset Management Group
Florida
$246K +$34.5K +371 +16%
SFA
916
Souders Financial Advisors
Ohio
$245K -$75K -806 -23%
NWP
917
NerdWallet Wealth Partners
New York
$245K -$93 -1 -0%
BIAS
918
Beacon Investment Advisory Services
New Jersey
$244K – – –
NCTC
919
New Covenant Trust Company
Indiana
$244K -$3.72K -40 -1%
GS
920
GTS Securities
Florida
$244K -$542K -5,832 -69%
DT
921
DV Trading
Illinois
$241K +$242K +2,600 New
AWM
922
Angeles Wealth Management
California
$239K -$20.9K -225 -8%
AA
923
Alta Advisers
United Kingdom
$238K – – –
FA
924
FC Advisory
Pennsylvania
$238K – – –
LF
925
LifeSteps Financial
California
$238K – – –