We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
2026
First Foundation Advisors
California
$254K +$29.1K +82 +11%
ABWM
2027
Alpine Bank Wealth Management
Colorado
$254K
ACA
2028
Affinity Capital Advisors
California
$254K +$3.54K +10 +1%
BAM
2029
Blueshift Asset Management
New Jersey
$254K +$282K +796 New
LWM
2030
Liberty Wealth Management
California
$252K +$36.9K +104 +15%
FSCM
2031
Front Street Capital Management
Montana
$252K -$26.6K -75 -9%
AA
2032
Auxano Advisors
Washington
$252K +$5.67K +16 +2%
GWA
2033
Gratus Wealth Advisors
Virginia
$251K
AGC
2034
Aspen Grove Capital
Colorado
$250K -$354 -1 -0.1%
CCA
2035
Cadent Capital Advisors
Oklahoma
$250K -$13.8K -39 -5%
SPA
2036
Sherbrooke Park Advisers
New York
$250K +$278K +784 New
SFS
2037
Symphony Financial Services
Ohio
$250K
HWA
2038
HHM Wealth Advisors
Tennessee
$249K -$2.13K -6 -0.8%
FDS
2039
First Dallas Securities
Texas
$248K
GC
2040
Gibson Capital
Pennsylvania
$248K
SCA
2041
Sandy Cove Advisors
Massachusetts
$247K +$1.42K +4 +0.5%
LF
2042
Lantz Financial
Illinois
$247K -$47.1K -133 -15%
OPOWM
2043
One Plus One Wealth Management
Florida
$247K -$23K -65 -8%
T
2044
TrueFG
Texas
$247K
CCG
2045
Ceeto Capital Group
Florida
$246K
SCA
2046
Stokes Capital Advisors
South Carolina
$246K +$274K +772 New
NRW
2047
Nova R Wealth
Kansas
$246K -$62.4K -176 -19%
WAG
2048
Wallace Advisory Group
California
$245K +$273K +769 New
WFS
2049
Weitzel Financial Services
Iowa
$245K
CWM
2050
Cahaba Wealth Management
Georgia
$245K -$1.42K -4 -0.5%