We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RS
2026
Rakuten Securities
Japan
$494K +$236K +476 +75%
Simplicity Wealth
2027
Simplicity Wealth
New Jersey
$493K -$335K -677 -38%
TC
2028
Truvestments Capital
Florida
$493K +$9.41K +19 +2%
FM
2029
Family Management
New York
$493K -$2.26M -4,572 -80%
CWM
2030
Centurion Wealth Management
Virginia
$492K +$61.9K +125 +13%
A
2031
AlphaQuest
New York
$491K -$682K -1,377 -55%
MSWA
2032
Marshall & Sterling Wealth Advisors
New York
$491K +$547K +1,104 New
PBC
2033
Pavion Blue Capital
California
$490K – – –
KNW
2034
Kesler Norman & Wride
Utah
$489K -$53.5K -108 -9%
MA
2035
MYDA Advisors
New York
$489K +$545K +1,100 New
RMCM
2036
Reynders McVeigh Capital Management
Massachusetts
$489K -$14.9K -30 -3%
IDA
2037
Intelligence Driven Advisers
California
$488K -$267K -540 -33%
RIL
2038
Rothschild Investment LLC
Illinois
$487K -$30.7K -62 -5%
SCP
2039
Sandhill Capital Partners
New York
$484K -$7.43K -15 -1%
NGA
2040
Naples Global Advisors
Florida
$484K – – –
Larson Financial Group
2041
Larson Financial Group
Missouri
$483K -$6.93K -14 -1%
ACM
2042
Avalon Capital Management
California
$482K -$112K -226 -17%
EC
2043
EntryPoint Capital
New York
$482K +$537K +1,085 New
ATC
2044
Adirondack Trust Company
New York
$482K +$24.3K +49 +5%
SFG
2045
SevenBridge Financial Group
Pennsylvania
$480K -$27.2K -55 -5%
Catalyst Capital Advisors
2046
Catalyst Capital Advisors
New York
$478K +$276K +558 +108%
KCM
2047
Kanawha Capital Management
Virginia
$478K -$7.43K -15 -1%
BTWM
2048
Baker Tilly Wealth Management
Wisconsin
$477K -$30.7K -62 -5%
OWP
2049
ORG Wealth Partners
Texas
$477K -$146K -294 -22%
WHCI
2050
W.H. Cornerstone Investments
Massachusetts
$476K +$16.3K +33 +3%