We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SF
2026
Symphony Financial
Texas
$981K +$362K +3,351 +57%
FFN
2027
Focus Financial Network
Minnesota
$976K -$2.16K -20 -0.2%
SIA
2028
Strategic Investment Advisors
Michigan
$975K -$322K -2,985 -25%
FCAG
2029
First Capital Advisors Group
New Jersey
$974K -$23.9K -221 -2%
TIA
2030
Tiemann Investment Advisors
California
$967K +$8.64K +80 +0.9%
SIC
2031
Sterling Investment Counsel
New York
$965K -$110K -1,023 -10%
JWBC
2032
J.W. Burns & Co
New York
$962K +$21.8K +202 +2%
PWAM
2033
Pinnacle West Asset Management
Wyoming
$962K +$976K +9,040 New
EFG
2034
Everhart Financial Group
Ohio
$958K +$97.2K +900 +11%
MCM
2035
MV Capital Management
Maryland
$958K +$26K +241 +3%
AAM
2036
AMI Asset Management
California
$957K +$55.1K +510 +6%
SPW
2037
Sonoma Private Wealth
California
$955K -$21.7K -201 -2%
UF
2038
Univest Financial
Pennsylvania
$954K +$25K +232 +3%
NIC
2039
Northwest Investment Counselors
Oregon
$950K -$748K -6,929 -44%
WAM
2040
WealthTrust Asset Management
Florida
$949K +$963K +8,924 New
AT
2041
American Trust
Kentucky
$949K -$901K -8,343 -48%
SAM
2042
Security Asset Management
New York
$943K -$355K -3,284 -27%
CCWM
2043
Cassaday & Co Wealth Management
Virginia
$941K +$169K +1,566 +22%
CIM
2044
CIM Investment Management
Pennsylvania
$939K -$868K -8,042 -48%
AWMG
2045
Alliance Wealth Management Group
New Jersey
$938K +$756 +7 +0.1%
TCM
2046
Towercrest Capital Management
Pennsylvania
$938K +$756 +7 +0.1%
OL
2047
Optas LLC
Texas
$938K -$20.1K -186 -2%
AGC
2048
Aspen Grove Capital
Colorado
$937K -$43.7K -405 -4%
WI
2049
WBI Investments
New Jersey
$936K +$950K +8,801 New
SWMP
2050
Signature Wealth Management Partners
New Jersey
$936K -$281K -2,600 -23%