We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
APW
2026
Aventura Private Wealth
Florida
$350K -$10.3K -392 -3%
SC
2027
Saybrook Capital
North Carolina
$349K – – –
KP
2028
Keel Point
Alabama
$349K -$54.2K -2,071 -13%
CRWM
2029
Castle Rock Wealth Management
California
$348K -$10.6K -406 -3%
GWA
2030
Gratus Wealth Advisors
Virginia
$348K +$968 +37 +0.3%
LCM
2031
LCM Capital Management
Illinois
$348K +$8.74K +334 +2%
CHJWM
2032
Carlton Hofferkamp & Jenks Wealth Management
Texas
$347K -$6.46K -247 -2%
NG
2033
Novem Group
New York
$347K -$4.89K -187 -1%
SL
2034
Summitry LLC
California
$346K -$267K -10,198 -41%
WAG
2035
Winthrop Advisory Group
Massachusetts
$346K +$19.4K +743 +5%
CNB
2036
Camden National Bank
Maine
$346K +$62.9K +2,405 +20%
BB
2037
Berkshire Bank
Massachusetts
$344K -$58.8K -2,249 -14%
CMP
2038
Coston McIsaac & Partners
Maine
$344K +$2.15K +82 +0.6%
VCS
2039
Vaughan & Co Securities
New Jersey
$343K -$30.2K -1,153 -7%
DWM
2040
Dopkins Wealth Management
New York
$343K +$9.37K +358 +3%
AWA
2041
Amplius Wealth Advisors
Pennsylvania
$343K +$104K +3,966 +39%
SC
2042
Sawyer & Company
Massachusetts
$343K -$654 -25 -0.2%
SPF
2043
South Plains Financial
Texas
$343K – – –
MFG
2044
Mainsail Financial Group
Washington
$343K +$3.85K +147 +1%
SPA
2045
Sound Portfolio Advisors
Connecticut
$342K -$5.65K -216 -1%
LA
2046
LexAurum Advisors
Kansas
$342K +$4.74K +181 +1%
TWML
2047
Todd Wealth Management, LLC
Florida
$342K -$17.3K -660 -4%
GS
2048
GTS Securities
Florida
$341K -$10.5K -403 -3%
ITIM
2049
Indiana Trust & Investment Management
Indiana
$340K -$66.2K -2,529 -15%
VDI
2050
Vaughan David Investments
Illinois
$340K -$5.18K -198 -1%