We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2026
Aprio Wealth Management
Georgia
$466K -$1.02M -35,068 -69%
CIA
2027
Cape Investment Advisory
Georgia
$465K +$6.97K +239 +2%
EWS
2028
Evergreen Wealth Solutions
Pennsylvania
$464K -$101K -3,476 -18%
AIA
2029
AIMZ Investment Advisors
California
$462K -$992 -34 -0.2%
WQ
2030
Wealth Quarterback
New Jersey
$462K -$55.5K -1,903 -11%
MWM
2031
Merriman Wealth Management
Washington
$462K +$2.74K +94 +0.6%
RFG
2032
RFP Financial Group
Georgia
$461K +$42.9K +1,470 +10%
NCM
2033
Noesis Capital Mangement
Florida
$461K +$10.3K +354 +2%
AP
2034
Atwood & Palmer
Missouri
$461K
NSB
2035
Norway Savings Bank
Maine
$461K -$80.7K -2,765 -15%
SMH
2036
Sanders Morris Harris
Texas
$461K +$35K +1,200 +8%
CASB
2037
Cape Ann Savings Bank
Massachusetts
$460K
FHC
2038
First Heartland Consultants
Missouri
$459K +$13.1K +449 +3%
WAG
2039
Winthrop Advisory Group
Massachusetts
$458K +$11.6K +397 +3%
PSC
2040
Prentiss Smith & Co
Vermont
$458K
GAM
2041
Gould Asset Management
California
$458K +$178K +6,110 +63%
AA
2042
Alta Advisers
United Kingdom
$457K
AWM
2043
Angeles Wealth Management
California
$457K +$123K +4,217 +36%
LA
2044
Latitude Advisors
Florida
$456K +$26.9K +923 +6%
W
2045
Wealthquest
Ohio
$456K -$6.53K -224 -1%
DBIA
2046
Dumont & Blake Investment Advisors
New Jersey
$455K -$496K -17,010 -52%
BBNA
2047
Bremer Bank National Association
Minnesota
$454K +$41K +1,406 +10%
IAP
2048
Indie Asset Partners
Indiana
$453K -$8.26K -283 -2%
CIA
2049
Compass Ion Advisors
Pennsylvania
$452K +$11.8K +404 +3%
HBW
2050
Hazlett, Burt & Watson
West Virginia
$451K -$23K -789 -5%