We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
1951
Meadowbrook Advisors Group
New Jersey
$297K +$288K +848 New
CA
1952
Cornerstone Advisory
Maryland
$296K +$29.6K +87 +11%
SH
1953
SLT Holdings
Arizona
$296K – – –
SCA
1954
Strathmore Capital Advisors
North Carolina
$295K -$5.78K -17 -2%
MA
1955
MJP Associates
Connecticut
$293K +$10.9K +32 +4%
Pzena Investment Management
1956
Pzena Investment Management
New York
$293K +$11.9K +35 +4%
QPWM
1957
Quadrant Private Wealth Management
Pennsylvania
$293K +$285K +837 New
KCFA
1958
Key Client Fiduciary Advisors
New Jersey
$292K -$243K -715 -46%
WCM
1959
Washington Capital Management
Washington
$292K +$284K +835 New
DF
1960
Dunhill Financial
United Kingdom
$292K +$126K +370 +32%
MA
1961
MONECO Advisors
Connecticut
$291K +$24.1K +71 +9%
ZWJ Investment Counsel
1962
ZWJ Investment Counsel
Georgia
$290K -$68K -200 -19%
MCM
1963
Mitchell Capital Management
Kansas
$290K -$51K -150 -15%
BMWS
1964
Brady Martz Wealth Solutions
North Dakota
$290K -$12.2K -36 -4%
TFS
1965
Thoroughbred Financial Services
Tennessee
$290K -$3.4K -10 -1%
MMCM
1966
Murphy & Mullick Capital Management
New York
$289K +$13.6K +40 +5%
FWP
1967
Flatrock Wealth Partners
California
$289K +$281K +826 New
BFA
1968
Beaumont Financial Advisors
Massachusetts
$288K +$6.46K +19 +2%
AP
1969
Anchyra Partners
Georgia
$288K +$280K +822 New
CoreCap Advisors
1970
CoreCap Advisors
Michigan
$287K +$150K +441 +116%
JIP
1971
Jaffetilchin Investment Partners
Florida
$287K -$33K -97 -11%
RWM
1972
Revisor Wealth Management
Ohio
$286K +$307K +902 New
BFG
1973
Beacon Financial Group
Texas
$286K +$16K +47 +6%
MBT
1974
Montecito Bank & Trust
California
$285K -$4.08K -12 -1%
Salem Investment Counselors
1975
Salem Investment Counselors
North Carolina
$285K – – –