We are live on ! Find out more
BA icon

Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMIO
2026
Beacon Capital Management Inc (Ohio)
Ohio
$216K – – –
CWM
2027
Chesapeake Wealth Management
Virginia
$216K – – –
EDRH
2028
Edmond de Rothschild Holding
Switzerland
$216K – – –
FIBT
2029
First International Bank & Trust
North Dakota
$216K – – –
TFCP
2030
Twin Focus Capital Partners
Massachusetts
$216K – – –
CWMP
2031
Clarion Wealth Managment Partners
Virginia
$216K +$225 +1 +0.1%
VFG
2032
Valley Financial Group
Pennsylvania
$215K – – –
PCI
2033
Planning Center Inc
Illinois
$215K – – –
MPCA
2034
Madison Park Capital Advisors
Washington
$215K -$11.3K -50 -5%
FCG
2035
Financial Connections Group
California
$215K +$225K +1,000 New
SSWM
2036
Smith Salley Wealth Management
North Carolina
$214K – – –
PMFA
2037
Plante Moran Financial Advisors
Michigan
$214K +$12.2K +54 +6%
PL
2038
Perpetual Ltd
Australia
$214K +$223K +991 New
CFO
2039
CVA Family Office
Colorado
$213K – – –
OCM
2040
Orion Capital Management
California
$213K – – –
DE
2041
Diversified Enterprises
Delaware
$213K +$223K +987 New
BWS
2042
Broadway Wealth Solutions
Texas
$212K +$2.71K +12 +1%
FIB
2043
First Interstate Bank
Montana
$211K – – –
PCS
2044
Private Client Services
Kentucky
$211K -$50.3K -223 -19%
EWM
2045
Evermay Wealth Management
Virginia
$210K -$4.06K -18 -2%
IGGA
2046
Iron Gate Global Advisors
Utah
$210K +$220K +974 New
RIS
2047
Retirement Income Solutions
Michigan
$210K – – –
TCTWM
2048
Three Cord True Wealth Management
Pennsylvania
$210K – – –
PCTC
2049
Perkins Coie Trust Company
Washington
$210K -$9.4M -41,669 -98%
CFAM
2050
Center For Asset Management
Florida
$209K +$218K +969 New
80 81
82
83 84