We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
2026
Permanent Capital Management
Illinois
$842K +$242K +2,398 +66%
HL
2027
HeadInvest LLC
Maine
$841K – – –
FOA
2028
Five Oceans Advisors
California
$839K +$27.6K +273 +5%
CWM
2029
Chesapeake Wealth Management
Virginia
$838K -$18.4K -182 -3%
MWA
2030
Miller Wealth Advisors
Colorado
$838K – – –
IAG
2031
Investment Advisory Group
Massachusetts
$836K +$36.8K +364 +6%
E
2032
Entelevest
Florida
$836K -$1.72K -17 -0.3%
BWM
2033
BKM Wealth Management
Wisconsin
$836K +$605K +5,984 New
AIM
2034
Acropolis Investment Management
Missouri
$835K +$12.4K +123 +2%
NPFS
2035
Novak & Powell Financial Services
Florida
$833K -$72.6K -718 -11%
BM
2036
Berman McAleer
Maryland
$833K +$7.89K +78 +1%
WCFA
2037
Walkner Condon Financial Advisors
Wisconsin
$833K +$90.5K +895 +18%
WF
2038
WoodTrust Financial
Wisconsin
$832K +$5.16K +51 +0.9%
BWM
2039
BCS Wealth Management
Tennessee
$832K -$49.6K -490 -8%
AI
2040
Accredited Investors
Minnesota
$832K -$24.3K -240 -4%
JC
2041
JB Capital
Connecticut
$831K +$71K +702 +13%
LEA
2042
Legacy Edge Advisors
New York
$830K -$99.3K -982 -14%
WIM
2043
Westside Investment Management
California
$830K -$68.9K -681 -10%
CWA
2044
Centerline Wealth Advisors
Kentucky
$830K – – –
CWP
2045
Curated Wealth Partners
California
$830K +$601K +5,943 New
CVA
2046
Central Valley Advisors
California
$829K -$26.2K -259 -4%
HIG
2047
Heritage Investment Group
Florida
$828K – – –
GD
2048
Grandfield & Dodd
New York
$825K – – –
IIC
2049
Integrated Investment Consultants
Michigan
$824K -$39.1K -387 -6%
SI
2050
Sava Infond
Slovenia
$824K +$597K +5,900 New