We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
2026
Highland Private Wealth Management
Washington
$318K -$37.4K -1,782 -10%
OPWM
2027
Oxinas Partners Wealth Management
Indiana
$317K -$38.9K -1,851 -11%
FA
2028
Fermata Advisors
California
$317K -$3.61K -172 -1%
MFP
2029
Meridian Financial Partners
Virginia
$317K +$9.05K +431 +3%
WA
2030
Wealth Architects
California
$317K +$67.6K +3,216 +26%
SCI
2031
Stableford Capital II
Arizona
$316K -$10.2K -485 -3%
GF
2032
Goodman Financial
Texas
$316K
HFAS
2033
Hummer Financial Advisory Services
Illinois
$316K
HWMG
2034
Hurlow Wealth Management Group
Indiana
$315K -$16.1K -764 -5%
SC
2035
Slow Capital
California
$314K -$11.6K -550 -3%
LFG
2036
Larson Financial Group
Missouri
$314K +$83.3K +3,967 +35%
MAM
2037
MMA Asset Management
Pennsylvania
$313K
IF
2038
IRON Financial
Illinois
$313K +$21 +1 +0%
SFS
2039
Summit Financial Strategies
Ohio
$313K +$3.93K +187 +1%
FPCP
2040
Fort Point Capital Partners
California
$313K +$60.2K +2,866 +23%
FNBSF
2041
First National Bank Sioux Falls
South Dakota
$313K +$111K +5,296 +53%
HR
2042
Howe & Rusling
New York
$312K -$3.1M -147,498 -91%
AWM
2043
Atticus Wealth Management
Florida
$311K -$63.5K -3,024 -17%
PP
2044
Pacifica Partners
Canada
$311K -$6.2K -295 -2%
RB
2045
Renasant Bank
Mississippi
$311K -$1.28K -61 -0.4%
SSWM
2046
Sheets Smith Wealth Management
North Carolina
$310K -$122K -5,786 -28%
CSPIA
2047
Cary Street Partners Investment Advisory
Virginia
$310K -$75.7K -3,603 -19%
MIG
2048
McGuire Investment Group
Rhode Island
$310K +$11.1K +526 +4%
NRI
2049
NFP Retirement Inc
California
$309K -$50.8K -2,419 -14%
SAM
2050
Secure Asset Management
Michigan
$309K -$83.3K -3,964 -21%