We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MMM
2026
Mendel Money Management
Illinois
$635K -$88.8K -698 -13%
PHAM
2027
Palisades Hudson Asset Management
Florida
$635K
FCA
2028
FLC Capital Advisors
California
$634K +$102K +800 +20%
MCC
2029
Malaga Cove Capital
California
$632K -$42.3K -332 -7%
GAG
2030
GM Advisory Group
New York
$630K +$8.02K +63 +1%
GAM
2031
Gould Asset Management
California
$629K
TCM
2032
Tributary Capital Management
Nebraska
$629K -$238K -1,872 -28%
WDG
2033
Wealth Dimensions Group
Ohio
$628K +$61.2K +481 +11%
PWM
2034
Pines Wealth Management
North Carolina
$628K -$15.7K -123 -2%
IAMOG
2035
Investors Asset Management of Georgia
Georgia
$628K
QP
2036
Quartz Partners
New York
$627K +$6.36K +50 +1%
OL
2037
OneFund LLC
Florida
$626K +$1.02K +8 +0.2%
TF
2038
Tudor Financial
Ohio
$624K +$127 +1 +0%
AG
2039
AmeriFlex Group
Nevada
$623K +$18.1K +142 +3%
LSPW
2040
Lake Street Private Wealth
Illinois
$623K -$49.6K -390 -8%
CNB
2041
Camden National Bank
Maine
$623K -$97.6K -767 -14%
IWM
2042
Integris Wealth Management
California
$622K -$10.1K -79 -2%
IP
2043
Ignite Planners
California
$621K +$35.6K +280 +6%
FWM
2044
Forza Wealth Management
Florida
$620K
SIC
2045
Samalin Investment Counsel
New York
$620K +$101K +796 +21%
NCM
2046
Nelson Capital Management
California
$617K -$3.18K -25 -0.5%
ECM
2047
EagleClaw Capital Management
Massachusetts
$617K +$255K +2,000 +76%
WDC
2048
Woodward Diversified Capital
California
$615K +$24.8K +195 +4%
CFSG
2049
Community Financial Services Group
Vermont
$614K +$52.7K +414 +10%
JE
2050
JMAC Enterprises
Pennsylvania
$611K -$61.2K -481 -9%