We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ACG
2026
Allen Capital Group
Nebraska
$10.9M +$938K +4,261 +9%
PCP
2027
Proficio Capital Partners
Massachusetts
$10.9M +$18.7K +85 +0.2%
ACM
2028
Avalon Capital Management
California
$10.9M -$831K -3,774 -7%
CCT
2029
Chemung Canal Trust
New York
$10.9M -$960K -4,359 -8%
KSCM
2030
Kamunting Street Capital Management
Florida
$10.9M -$5.5M -25,000 -32%
NONA
2031
Ninety One North America
New York
$10.8M +$76.2K +346 +0.7%
AO
2032
Advisor OS
Illinois
$10.8M +$187K +848 +2%
CPA
2033
Capital Performance Advisors
California
$10.8M +$211K +957 +2%
PM
2034
Penbrook Management
New York
$10.8M
FFS
2035
Founders Financial Securities
Maryland
$10.8M -$1.9M -8,630 -16%
HCA
2036
Harbour Capital Advisors
Virginia
$10.7M +$120K +546 +1%
SCM
2037
Stevens Capital Management
Pennsylvania
$10.7M +$11.3M +51,539 New
CC
2038
Courier Capital
New York
$10.7M -$272K -1,236 -2%
EWM
2039
Evermay Wealth Management
Virginia
$10.7M +$103K +466 +0.9%
KM
2040
KP Management
Minnesota
$10.7M +$2.75M +12,500 +32%
MWM
2041
Manske Wealth Management
Texas
$10.7M +$530K +2,408 +5%
SGA
2042
Strategic Global Advisors
California
$10.7M -$273K -1,240 -2%
PE
2043
PCM Encore
Colorado
$10.7M +$468K +2,125 +4%
HAS
2044
HBW Advisory Services
California
$10.6M -$11K -50 -0.1%
CAWM
2045
Capital Advisors Wealth Management
Washington
$10.6M +$341K +1,551 +3%
LS
2046
Leelyn Smith
Illinois
$10.6M -$1.54M -6,976 -12%
MIA
2047
MainStreet Investment Advisors
Illinois
$10.6M -$478K -2,171 -4%
MGWM
2048
Marks Group Wealth Management
Minnesota
$10.5M -$480K -2,182 -4%
RCMU
2049
Rokos Capital Management (UK)
United Kingdom
$10.5M -$303M -1,376,310 -96%
GLLW
2050
Graves Light Lenhart Wealth
Virginia
$10.5M -$25.1K -114 -0.2%