We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MGI
2026
MayTech Global Investments
New York
$83K
HI
2027
Hudock Inc
Pennsylvania
$81K
LB
2028
Legacy Bridge
Iowa
$80K -$11.7K -25 -13%
CI
2029
Cavalier Investments
Georgia
$79K -$1.21M -2,578 -94%
BA
2030
Bellwether Advisors
Nebraska
$79K
EWA
2031
Evolution Wealth Advisors
Florida
$77K +$43K +92 +133%
FP
2032
Financial Perspectives
Minnesota
$76.1K
WCM
2033
Wealthcare Capital Management
Virginia
$76K +$74.3K +159 New
BC
2034
Burleson & Co
California
$75K +$73.9K +158 New
TLFA
2035
True Link Financial Advisors
California
$71K
AWM
2036
Activest Wealth Management
Florida
$71K +$70.1K +150 New
HWA
2037
HHM Wealth Advisors
Tennessee
$70K
AWM
2038
AllSquare Wealth Management
New York
$70K +$2.34K +5 +3%
BHWM
2039
Bay Harbor Wealth Management
Maryland
$69K -$330K -707 -83%
MSFP
2040
Mark Sheptoff Financial Planning
Connecticut
$69K -$63.1K -135 -48%
CWP
2041
Concord Wealth Partners
Virginia
$69K +$38.8K +83 +132%
SC
2042
Solstein Capital
California
$69K +$67.8K +145 New
FFA
2043
Freedman Financial Associates
Massachusetts
$68K
EC
2044
Estate Counselors
Wisconsin
$67K
GFPC
2045
Global Financial Private Client
Florida
$66.7K
WLPWM
2046
Walled Lake Planning & Wealth Management
Illinois
$65K
SN
2047
Sittner & Nelson
Oregon
$64K
VRM
2048
Vectors Research Management
New York
$64K
NR
2049
Newfound Research
Massachusetts
$64K +$63.1K +135 New
FCB
2050
First Command Bank
Texas
$63K