We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FA
2026
Financial Advantage
Maryland
$17K – – –
JFGIW
2027
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K – – –
PP
2028
PrairieView Partners
Minnesota
$17K – – –
LFG
2029
LifePlan Financial Group
Ohio
$16K – – –
EIM
2030
Essex Investment Management
Massachusetts
$16K +$12.6K +91 New
APWM
2031
Atlas Private Wealth Management
New York
$15K – – –
BBA
2032
Braun-Bostich & Associates
Pennsylvania
$15K – – –
LS
2033
Leelyn Smith
Illinois
$15K +$8.29K +60 +261%
Kayne Anderson Rudnick Investment Management
2034
Kayne Anderson Rudnick Investment Management
California
$14K -$2.76K -20 -20%
SWM
2035
Selective Wealth Management
Virginia
$14K – – –
HDIM
2036
Hanson & Doremus Investment Management
Vermont
$13K -$35.2K -255 -77%
NIM
2037
NuWave Investment Management
New Jersey
$11K -$457K -3,310 -98%
TIM
2038
Tortoise Investment Management
New York
$11K – – –
KFS
2039
Kelly Financial Services
Massachusetts
$9.06K – – –
FMTCOCP
2040
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K – – –
MWA
2041
Moser Wealth Advisors
Washington
$9K +$6.91K +50 New
APWA
2042
Atlas Private Wealth Advisors
New Jersey
$8K +$6.5K +47 New
AS
2043
Altshuler Shaham
Israel
$7K – – –
SFA
2044
Semmax Financial Advisors
North Carolina
$7K – – –
RIM
2045
Rockbridge Investment Management
New York
$7K +$5.53K +40 New
HF
2046
Halpern Financial
Virginia
$6.45K +$5.11K +37 New
IWP
2047
IAG Wealth Partners
Wisconsin
$6K – – –
TAIM
2048
TD Ameritrade Investment Management
Nebraska
$6K +$138 +1 +3%
SMG
2049
Spectrum Management Group
Indiana
$5K – – –
DTIM
2050
Danda Trouve Investment Management
Kansas
$5K +$4.15K +30 New