We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2026
Powers Advisory Group
Illinois
$241K +$266K +948 New
BFG
2027
Berger Financial Group
Minnesota
$241K +$267K +949 New
HCM
2028
HMS Capital Management
Tennessee
$240K – – –
SP
2029
Successful Portfolios
Florida
$240K +$266K +946 New
KI
2030
Kapitalo Investimentos
Brazil
$240K +$265K +943 New
AWG
2031
Altus Wealth Group
Colorado
$238K – – –
DWM
2032
Dorchester Wealth Management
Quebec, Canada
$238K +$263K +935 New
PWMG
2033
Prestige Wealth Management Group
New Jersey
$237K -$11.8K -42 -4%
PNAA
2034
Pictet North America Advisors
Switzerland
$237K – – –
WFA
2035
Wellspring Financial Advisors
Ohio
$237K +$5.34K +19 +2%
AWM
2036
Accurate Wealth Management
Florida
$237K +$16.9K +60 +7%
SWM
2037
Sculati Wealth Management
Michigan
$236K – – –
ST
2038
Sentinel Trust
Texas
$236K +$261K +930 New
TAM
2039
Taurus Asset Management
New York
$235K – – –
CCM
2040
Carlson Capital Management
Minnesota
$235K +$41.3K +147 +19%
SFG
2041
Sather Financial Group
Texas
$235K +$260K +924 New
ACP
2042
Aviance Capital Partners
Florida
$234K -$27.5K -98 -10%
SBWIC
2043
Schaper Benz & Wise Investment Counsel
Wisconsin
$234K – – –
DAM
2044
Diamant Asset Management
Connecticut
$234K +$14K +50 +6%
GG
2045
Greenwood Gearhart
Arkansas
$234K +$259K +920 New
FAG
2046
Financial Advisory Group
Texas
$233K – – –
IA
2047
IFG Advisory
Georgia
$232K -$2.53K -9 -1%
LFG
2048
Larson Financial Group
Missouri
$232K +$213K +758 +492%
CFO
2049
Collective Family Office
Pennsylvania
$231K +$255K +908 New
FPCG
2050
Fort Pitt Capital Group
Pennsylvania
$231K +$255K +908 New
80 81
82
83 84