We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1926
Addison Advisors
Vermont
$121K -$848K -2,932 -91%
PWA
1927
Physician Wealth Advisors
Utah
$120K +$12.4K +43 +18%
TC
1928
Toews Corporation
New Jersey
$120K +$80.1K +277 New
CM
1929
Caption Management
Oklahoma
$118K +$79K +273 New
GF
1930
GGM Financials
Ohio
$116K +$41.4K +143 +113%
AA
1931
AlphaCentric Advisors
Puerto Rico
$116K +$77.8K +269 New
AWM
1932
Aberdeen Wealth Management
Illinois
$111K +$74.3K +257 New
FB
1933
First Bancorp
Maine
$109K +$73.2K +253 New
KB
1934
Kimelman & Baird
New York
$109K – – –
FC
1935
Fairscale Capital
New Hampshire
$107K – – –
AS
1936
Altshuler Shaham
Israel
$104K +$64.8K +224 +1,244%
EWM
1937
Evermay Wealth Management
Virginia
$103K +$9.26K +32 +16%
HFS
1938
Hughes Financial Services
Virginia
$103K -$35K -121 -34%
WSC
1939
Wellington Shields & Co
New York
$101K +$57.8K +200 +571%
LB
1940
Legacy Bridge
Iowa
$101K +$32.7K +113 +94%
PB
1941
Prosperity Bancshares
Texas
$101K -$15K -52 -18%
CM
1942
Capula Management
Cayman Islands
$98.4K +$65.9K +228 New
HHCP
1943
Hilton Head Capital Partners
South Carolina
$97.5K +$21.4K +74 +49%
NF
1944
Napier Financial
Massachusetts
$96.6K -$868 -3 -1%
TFA
1945
Toth Financial Advisory
Virginia
$94.5K -$868 -3 -1%
AF
1946
Alerus Financial
North Dakota
$94.5K – – –
KG
1947
Kilter Group
New York
$94.5K +$6.07K +21 +11%
CA
1948
Crewe Advisors
Utah
$93.2K +$62.5K +216 New
WA
1949
Westfuller Advisors
New York
$92.1K – – –
VNA
1950
Valley National Advisers
Pennsylvania
$91.9K +$31.5K +109 +105%