We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
2026
Beacon Financial Advisory
Ohio
– -$277K -1,445 Closed
ST
2027
Spinnaker Trust
Maine
– -$277K -1,445 Closed
BLAM
2028
Bourne Lent Asset Management
New York
– -$273K -1,428 Closed
AWM
2029
Accurate Wealth Management
Florida
– -$272K -1,421 Closed
ACS
2030
Archford Capital Strategies
Illinois
– -$259K -1,421 Closed
BMWM
2031
Brown Miller Wealth Management
Virginia
– -$272K -1,419 Closed
AWM
2032
Angeles Wealth Management
California
– -$270K -1,410 Closed
JF
2033
JSF Financial
California
– -$270K -1,408 Closed
CVM
2034
Cheviot Value Management
California
– -$269K -1,407 Closed
CCB
2035
Cutter & Co Brokerage
Missouri
– -$269K -1,406 Closed
PCMC
2036
Paragon Capital Management (Colorado)
Colorado
– -$268K -1,400 Closed
IC
2037
Inverness Counsel
New York
– -$268K -1,398 Closed
EDRIA
2038
Edmonds Duncan Registered Investment Advisors
Kansas
– -$266K -1,388 Closed
SSWM
2039
Smith Salley Wealth Management
North Carolina
– -$265K -1,385 Closed
MPW
2040
MA Private Wealth
California
– -$264K -1,380 Closed
FFS
2041
Founders Financial Securities
Maryland
– -$262K -1,370 Closed
I2I
2042
Insight 2811 Inc
Illinois
– -$261K -1,365 Closed
SDAM
2043
Shulman DeMeo Asset Management
New York
– -$261K -1,361 Closed
STAS
2044
Strong Tower Advisory Services
Minnesota
– -$260K -1,360 Closed
AI
2045
Accredited Investors
Minnesota
– -$260K -1,356 Closed
GWM
2046
Gitterman Wealth Management
New Jersey
– -$259K -1,350 Closed
OMIC
2047
Old Mission Investment Co
Michigan
– -$257K -1,342 Closed
ASI
2048
Advisory Services & Investments
Oregon
– -$256K -1,339 Closed
APG
2049
Abacus Planning Group
South Carolina
– -$256K -1,338 Closed
F
2050
F3Logic
Minnesota
– -$256K -1,337 Closed