We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
2026
Hohimer Wealth Management
Washington
$10.3M +$68.3K +345 +0.7%
SCI
2027
Stableford Capital II
Arizona
$10.2M -$1.06M -5,358 -11%
PWM
2028
Palumbo Wealth Management
New York
$10.2M +$2.19M +11,077 +31%
NIG
2029
NFJ Investment Group
Texas
$10.2M
PIN
2030
Prudent Investors Network
California
$10.2M +$50.5K +255 +0.5%
GAA
2031
Guardian Asset Advisors
Pennsylvania
$10.2M +$67.3K +340 +0.7%
ACM
2032
Alpha Capital Management
Texas
$10.2M -$25.9K -131 -0.3%
DKCM
2033
Davidson Kahn Capital Management
California
$10.2M +$179K +907 +2%
MCC
2034
Malaga Cove Capital
California
$10.2M +$153K +771 +2%
WP
2035
WealthShield Partners
North Carolina
$10.2M +$123K +624 +1%
HIM
2036
Herald Investment Management
United Kingdom
$10.2M
WAG
2037
Winthrop Advisory Group
Massachusetts
$10.2M +$1.66M +8,393 +22%
JHCP
2038
Jackson Hole Capital Partners
Oklahoma
$10.2M +$544K +2,747 +6%
CIM
2039
Contravisory Investment Management
Massachusetts
$10.2M -$1.98K -10 -0%
CE
2040
Cornerstone Enterprises
Wisconsin
$10.1M +$92.6K +468 +1%
PL
2041
Parkwood LLC
Ohio
$10.1M -$7.69M -38,846 -46%
TPWA
2042
TRUE Private Wealth Advisors
Oregon
$10.1M -$134K -677 -1%
AMG
2043
Advisors Management Group
Wisconsin
$10.1M +$1.31M +6,596 +17%
MCCA
2044
Mill Creek Capital Advisors
Pennsylvania
$10.1M -$460K -2,322 -5%
BFS
2045
Burr Financial Services
California
$10.1M -$1.15M -5,819 -11%
AFT
2046
Alpha Family Trust
California
$10.1M
WI
2047
WrapManager Inc
California
$10.1M -$229K -1,158 -2%
ACA
2048
Atlas Capital Advisors
Wyoming
$10M -$295K -1,492 -3%
I
2049
INVST
Indiana
$10M +$42.7K +216 +0.5%
AO
2050
Advisor OS
Illinois
$10M +$597K +3,019 +7%