We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
2026
Colonial Trust Advisors
South Carolina
$24.3K -$6.92K -25 -20%
PWM
2027
Peck Wealth Management
New York
$24.3K – – –
NFSG
2028
Newbridge Financial Services Group
Florida
$24.1K -$1.39K -5 -5%
CFG
2029
CKW Financial Group
Hawaii
$24K – – –
AAG
2030
Armstrong Advisory Group
Massachusetts
$23.8K -$5.26K -19 -16%
PWM
2031
Positano Wealth Management
$23.6K -$3.99M -14,401 -99%
PWMG
2032
Prestige Wealth Management Group
New Jersey
$22.6K -$4.43K -16 -15%
SR
2033
Swiss Re
Switzerland
$22.1K – – –
JFA
2034
JNBA Financial Advisors
Minnesota
$21.9K – – –
OCWP
2035
Owl Creek Wealth Partners
Colorado
$21.9K +$24.9K +90 New
CWM
2036
Consultiva Wealth Management
Puerto Rico
$21.9K – – –
BC
2037
Broadwater Capital
Massachusetts
$21.7K – – –
MAM
2038
Marquette Asset Management
Minnesota
$21.6K +$2.22K +8 +10%
MEG
2039
Millstone Evans Group
Colorado
$21.6K -$277 -1 -1%
SWM
2040
SHP Wealth Management
Massachusetts
$21.6K +$13.6K +49 +123%
SG
2041
Sankala Group
Colorado
$21.1K – – –
JWM
2042
JPL Wealth Management
Colorado
$20.9K +$23.8K +86 New
RWM
2043
Raffa Wealth Management
District of Columbia
$20.9K +$277 +1 +1%
LFASL
2044
Lugano Financial Advisors SA (LFA)
Switzerland
$20.7K – – –
AP
2045
Aspect Partners
Virginia
$20.4K -$2.77K -10 -11%
GWM
2046
Gilpin Wealth Management
Colorado
$20.4K +$10.2K +37 +79%
ACM
2047
Anfield Capital Management
California
$20.2K +$19.1K +69 +493%
BFS
2048
Beacon Financial Strategies
North Carolina
$19.4K – – –
EWP
2049
Elevation Wealth Partners
California
$19.4K +$3.05K +11 +16%
DWM
2050
Dogwood Wealth Management
Kansas
$19.2K +$5.54K +20 +34%