We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
2026
Carlson Capital Management
Minnesota
$394K +$16.8K +404 +4%
PFGIA
2027
Patriot Financial Group Insurance Agency
Massachusetts
$394K +$144K +3,475 +58%
MFT
2028
Moisand Fitzgerald Tamayo
Florida
$393K -$53.1K -1,278 -12%
CW
2029
Cabot-Wellington
Massachusetts
$393K
JLBC
2030
J.L. Bainbridge & Co
Florida
$393K +$291 +7 +0.1%
BA
2031
BKS Advisors
Michigan
$393K +$85.6K +2,061 +28%
ARM
2032
Adirondack Research & Management
New York
$392K
BKA
2033
Brick & Kyle Associates
Pennsylvania
$390K +$391K +9,415 New
OBWP
2034
O'Brien Wealth Partners
Massachusetts
$389K
FSC
2035
Full Sail Capital
Oklahoma
$389K +$390K +9,397 New
EA
2036
Elm Advisors
California
$388K
LWS
2037
Lucia Wealth Services
California
$387K -$340K -8,202 -47%
CPC
2038
Congress Park Capital
New York
$387K
NPF
2039
Norris Perne & French
Michigan
$387K +$16.8K +404 +5%
CAM
2040
Close Asset Management
United Kingdom
$385K -$18.9M -455,459 -97%
PD
2041
Planning Directions
Pennsylvania
$385K +$2.28K +55 +0.6%
VLC
2042
Van Leeuwen & Company
New Jersey
$385K +$14.2K +343 +4%
SG
2043
StoneX Group
New York
$385K +$67.4K +1,623 +21%
FUBT
2044
First United Bank & Trust
Maryland
$384K -$7.14K -172 -2%
JFA
2045
JNBA Financial Advisors
Minnesota
$381K -$4.67M -112,487 -92%
GAMC
2046
Garner Asset Management Corp
Texas
$381K
PGWM
2047
Parisi Gray Wealth Management
New Jersey
$381K +$8.72K +210 +2%
BIM
2048
Barton Investment Management
Pennsylvania
$380K
FWSM
2049
First Wilshire Securities Management
California
$378K +$166 +4 +0%
TF
2050
TimeScale Financial
Massachusetts
$377K +$378K +9,095 New