We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OL
2026
Optas LLC
Texas
$504K +$96.5K +1,976 +24%
DSAM
2027
Dock Street Asset Management
Florida
$504K +$175K +3,578 +55%
CCT
2028
Capital City Trust
Florida
$503K -$500K -10,244 -50%
PGWM
2029
Parisi Gray Wealth Management
New Jersey
$503K -$31.7K -650 -6%
CDIA
2030
Capital Directions Investment Advisors
Georgia
$501K
VCAM
2031
Van Cleef Asset Management
Ohio
$499K
NAM
2032
Nexpoint Asset Management
Texas
$498K -$488K -10,000 -50%
JWM
2033
Jupiter Wealth Management
Colorado
$498K -$249K -5,100 -34%
AC
2034
Amia Capital
United Kingdom
$498K +$488K +10,000 New
SFG
2035
Sunburst Financial Group
Alabama
$497K -$38.7K -792 -7%
BFPW
2036
BOK Financial Private Wealth
Colorado
$494K +$95.4K +1,953 +25%
BIA
2037
BHK Investment Advisors
Alabama
$491K -$20.2K -413 -4%
JHCP
2038
Jackson Hole Capital Partners
Oklahoma
$489K +$104K +2,130 +28%
TWM
2039
TriaGen Wealth Management
California
$489K +$479K +9,806 New
STA
2040
Summit Trail Advisors
New York
$488K -$489K -10,022 -51%
AP
2041
Adero Partners
California
$488K -$26.3K -538 -5%
JLBC
2042
J.L. Bainbridge & Co
Florida
$488K +$50.6K +1,037 +12%
CC
2043
Callan Capital
California
$487K
AWM
2044
Act Wealth Management
Texas
$487K +$477K +9,770 New
BDWM
2045
Brewin Dolphin Wealth Management
Ireland
$486K -$65.9K -1,350 -12%
VLC
2046
Van Leeuwen & Company
New Jersey
$485K -$2.59M -52,981 -84%
CBFP
2047
Cedar Brook Financial Partners
Ohio
$485K -$112K -2,302 -19%
HAM
2048
Hammer Asset Management
California
$485K -$82.9K -1,698 -15%
HFAS
2049
Hummer Financial Advisory Services
Illinois
$485K -$9.77K -200 -2%
SRC
2050
Sage Rhino Capital
California
$485K +$7.18K +147 +2%