We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
2026
Washburn Capital Management
Florida
$4.43M -$9.57K -60 -0.2%
CWS
2027
Cypress Wealth Services
California
$4.43M +$4.34M +27,200 New
HI
2028
Harrington Investments
California
$4.43M -$31.9K -200 -0.7%
RF
2029
Rollins Financial
Georgia
$4.41M +$4.32M +27,060 New
MCC
2030
Money Concepts Capital
Florida
$4.4M +$4.31M +27,020 New
CC
2031
Centiva Capital
New York
$4.39M -$1.93M -12,080 -31%
JHCP
2032
Jackson Hole Capital Partners
Oklahoma
$4.39M
PMFA
2033
Plante Moran Financial Advisors
Michigan
$4.38M +$1.13M +7,100 +36%
CF
2034
Clarity Financial
Texas
$4.38M +$4.29M +26,900 New
TPA
2035
Trivium Point Advisory
Connecticut
$4.37M +$702K +4,400 +19%
C
2036
Certuity
Florida
$4.36M -$44.7K -280 -1%
RA
2037
RFG Advisory
Alabama
$4.34M -$223K -1,400 -5%
EWM
2038
Edge Wealth Management
New York
$4.32M -$2.47M -15,460 -37%
DBIA
2039
Dumont & Blake Investment Advisors
New Jersey
$4.31M -$102K -640 -2%
MCM
2040
Mengis Capital Management
Oregon
$4.3M +$76.6K +480 +2%
KTC
2041
Kistler-Tiffany Companies
Pennsylvania
$4.3M +$44.7K +280 +1%
GCIA
2042
Gabelli & Co Investment Advisers
New York
$4.29M +$4.21M +26,360 New
SWM
2043
Segment Wealth Management
Texas
$4.28M +$134K +840 +3%
EM
2044
ELCO Management
New York
$4.28M -$836K -5,240 -17%
HIM
2045
Herald Investment Management
United Kingdom
$4.27M
BFG
2046
Beacon Financial Group
Texas
$4.27M +$763K +4,780 +21%
GBBWRPM
2047
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4.26M +$431K +2,700 +12%
JFA
2048
Johanson Financial Advisors
California
$4.26M +$243K +1,520 +6%
RGC
2049
Roberts, Glore & Co
Illinois
$4.25M -$38.3K -240 -0.9%
ACWM
2050
Adams Chetwood Wealth Management
North Carolina
$4.25M -$38.3K -240 -0.9%