We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
2026
Measured Wealth Private Client Group
New Hampshire
$314K – – –
WA
2027
Waverly Advisors
Alabama
$314K -$16.6K -62 -5%
RIM
2028
Regent Investment Management
Kentucky
$313K – – –
ORC
2029
O'Rourke & Company
Massachusetts
$313K +$7.51K +28 +2%
GFP
2030
Gryphon Financial Partners
Ohio
$313K -$9.92K -37 -3%
BRM
2031
Boston Research & Management
Massachusetts
$311K – – –
CS
2032
Cannell & Spears
New York
$311K – – –
CRWM
2033
Castle Rock Wealth Management
California
$310K +$42.4K +158 +15%
AIA
2034
Alera Investment Advisors
Illinois
$309K -$60.9K -227 -16%
TFP
2035
Tilia Fiduciary Partners
North Carolina
$309K +$536 +2 +0.2%
PL
2036
Parthenon LLC
Kentucky
$309K – – –
IBOK
2037
Independence Bank of Kentucky
Kentucky
$309K -$85.8K -320 -21%
WA
2038
Waterford Advisors
New York
$309K +$316K +1,178 New
ACM
2039
Alethea Capital Management
Washington
$309K – – –
SA
2040
Shilanski & Associates
Alaska
$308K -$215K -802 -41%
AAM
2041
Aureus Asset Management
Massachusetts
$308K +$315K +1,174 New
THWM
2042
Taylor Hoffman Wealth Management
Virginia
$308K -$13.4K -50 -4%
HCA
2043
Harbour Capital Advisors
Virginia
$307K -$13.4K -50 -4%
EWM
2044
Endurance Wealth Management
Rhode Island
$307K +$804 +3 +0.3%
HCM
2045
Highview Capital Management
Illinois
$307K – – –
SQA
2046
Simon Quick Advisors
New Jersey
$306K +$313K +1,166 New
SAM
2047
SignalPoint Asset Management
Missouri
$306K -$21.2K -79 -6%
SSW
2048
Smith Shellnut Wilson
Mississippi
$306K – – –
FEM
2049
Fulcrum Equity Management
Texas
$306K +$20.6K +77 +7%
CFO
2050
Capitol Family Office
Oregon
$305K – – –