We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EF
2026
Empirical Finance
Pennsylvania
$236K -$260K -4,720 -54%
OFW
2027
Omnia Family Wealth
Florida
$236K
GC
2028
Gratry & Company
Ohio
$235K -$121K -2,200 -35%
SLA
2029
Silver Lake Advisory
Utah
$235K +$221K +4,020 New
PSC
2030
Prentiss Smith & Co
Vermont
$234K
AF
2031
Alerus Financial
North Dakota
$234K +$220K +4,000 New
SICM
2032
Sustainable Insight Capital Management
New York
$234K +$220K +4,000 New
WBG
2033
Wharton Business Group
Pennsylvania
$234K +$220K +4,000 New
SG
2034
Strid Group
Pennsylvania
$232K +$218K +3,960 New
SP
2035
SWS Partners
Ohio
$232K +$218K +3,960 New
SMFS
2036
Squar Milner Financial Services
California
$231K +$179K +3,260 New
MWM
2037
Marietta Wealth Management
Georgia
$230K +$217K +3,940 New
ACS
2038
Archford Capital Strategies
Illinois
$229K +$216K +3,920 New
PAM
2039
Pegasus Asset Management
New York
$229K +$216K +3,920 New
OSNBOA
2040
Old Second National Bank of Aurora
Illinois
$228K
WCM
2041
Windsor Capital Management
Arizona
$228K +$215K +3,900 New
NCM
2042
Neumann Capital Management
California
$227K +$213K +3,880 New
WTFG
2043
Wells Trecaso Financial Group
Ohio
$227K +$213K +3,880 New
BWM
2044
Biltmore Wealth Management
Arizona
$226K +$212K +3,860 New
FNT
2045
First Nebraska Trust
Nebraska
$225K +$211K +3,840 New
WC
2046
Woodstock Corp
Massachusetts
$223K +$210K +3,820 New
CC
2047
Capital Counsel
New York
$222K +$209K +3,800 New
HA
2048
Harborview Advisors
Maine
$222K +$209K +3,800 New
SAM
2049
Shamrock Asset Management
Texas
$221K -$110K -2,000 -35%
SSA
2050
Schonfeld Strategic Advisors
New York
$220K -$1.16M -21,120 -85%