We are live on ! Find out more
ADI icon

Analog Devices
ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWS
2026
Buck Wealth Strategies
Colorado
$136K +$136K +343 New
TWD
2027
True Wealth Design
Ohio
$136K +$3.96K +10 +3%
RP
2028
Rowlandmiller & Partners
Georgia
$135K +$396 +1 +0.3%
SNBOSD
2029
Security National Bank of So Dak
Iowa
$135K -$245K -620 -65%
RFG
2030
REAP Financial Group
Texas
$134K +$19.8K +50 +17%
NFSG
2031
Newbridge Financial Services Group
Florida
$134K +$396 +1 +0.3%
AFG
2032
Albion Financial Group
Utah
$131K +$96.6K +244 +280%
MO
2033
McMillan Office
Michigan
$129K – – –
CPG
2034
Cornerstone Planning Group
New Jersey
$127K -$9.1K -23 -7%
NSIM
2035
North Star Investment Management
Illinois
$127K -$791K -1,999 -86%
WA
2036
Westfuller Advisors
New York
$127K +$67.3K +170 +114%
WTA
2037
Washington Trust Advisors
Massachusetts
$126K +$9.89K +25 +9%
PWA
2038
Physician Wealth Advisors
Utah
$124K +$5.14K +13 +4%
TFGT
2039
TS Financial Group (TSFG)
Illinois
$122K +$14.2K +36 +13%
PB
2040
Pinnacle Bancorp
Nebraska
$121K +$15K +38 +14%
FCT
2041
First Community Trust
Iowa
$119K – – –
AF
2042
Abound Financial
California
$116K -$5.14K -13 -4%
SWP
2043
Strategic Wealth Partners
Ohio
$113K -$58.6K -148 -34%
B
2044
Bayban
Minnesota
$113K – – –
NF
2045
Napier Financial
Massachusetts
$112K -$4.75K -12 -4%
SEP
2046
Signature Equity Partners
Ohio
$110K +$15K +38 +16%
AIM
2047
Adapt Investment Managers
Switzerland
$107K +$107K +270 New
MUMSS
2048
Mitsubishi UFJ Morgan Stanley Securities
Japan
$107K -$288K -728 -73%
KFI
2049
Key Financial Inc
Pennsylvania
$107K +$1.19K +3 +1%
BFPW
2050
BOK Financial Private Wealth
Colorado
$106K +$25.3K +64 +31%
80 81
82
83 84