We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PSC
2026
Prentiss Smith & Co
Vermont
$738K +$40.8K +944 +6%
BIM
2027
Baldwin Investment Management
Pennsylvania
$738K +$6.35K +147 +0.8%
SFG
2028
Sovereign Financial Group
Connecticut
$736K +$6.74K +156 +0.9%
SWM
2029
Salvus Wealth Management
New Jersey
$732K +$21.3K +493 +3%
HVP
2030
Hudson Value Partners
Florida
$732K +$30.4K +703 +4%
GA
2031
Geller Advisors
New York
$731K +$141K +3,259 +22%
FB
2032
First Bancorp
Maine
$730K +$81.5K +1,888 +12%
ZIG
2033
Zullo Investment Group
Pennsylvania
$730K +$11.9K +275 +2%
SAM
2034
Security Asset Management
New York
$729K -$62.5K -1,447 -7%
CGA
2035
Crescent Grove Advisors
Illinois
$729K +$4.06K +94 +0.5%
KWS
2036
Keystone Wealth Services
California
$729K +$821 +19 +0.1%
AP
2037
Atwood & Palmer
Missouri
$726K
AAMC
2038
Asset Allocation & Management Company
Illinois
$726K
AC
2039
Avestar Capital
New York
$726K -$106K -2,450 -12%
NP
2040
Nilsine Partners
Colorado
$726K +$768K +17,784 New
AIA
2041
Angeles Investment Advisors
California
$725K +$446K +10,335 +139%
WAG
2042
Winthrop Advisory Group
Massachusetts
$725K -$35.2K -816 -4%
ETH
2043
Exos TFP Holdings
New York
$725K +$446K +10,334 +139%
AIP
2044
Almanack Investment Partners
Pennsylvania
$723K -$27.3K -633 -3%
CAGAS
2045
Capital Advisory Group Advisory Services
Minnesota
$722K +$6.61K +153 +0.9%
AIM
2046
Allen Investment Management
New York
$720K +$29.2K +675 +4%
KLWA
2047
Kelly Lawrence W & Associates
California
$719K
CMP
2048
Coston McIsaac & Partners
Maine
$719K +$27.4K +635 +4%
BTIM
2049
BancFirst Trust & Investment Management
Oklahoma
$719K +$17.2K +398 +2%
KWM
2050
Kaydan Wealth Management
Michigan
$718K -$12.2K -282 -2%