We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BBW
2026
Blue Barn Wealth
Utah
$231K +$229K +11,986 New
EWA
2027
EverSource Wealth Advisors
Alabama
$231K -$81.8K -4,278 -26%
W
2028
WealthOne
New York
$230K +$5.18K +271 +2%
NAS
2029
NWF Advisory Services
California
$230K +$275K +14,400 New
WCM
2030
Windsor Capital Management
Arizona
$229K
CAG
2031
Crestwood Advisors Group
Massachusetts
$229K -$119K -6,227 -34%
FBB
2032
Fulton Breakefield Broenniman
Maryland
$228K -$195K -10,207 -46%
WA
2033
Wealthstar Advisors
Texas
$228K
GEA
2034
Glen Eagle Advisors
New Jersey
$228K -$3.27K -171 -1%
GWSG
2035
GPS Wealth Strategies Group
Colorado
$228K -$1.76M -91,972 -89%
CCM
2036
Cohen Capital Management
California
$228K -$5.49K -287 -2%
AIA
2037
Avalon Investment & Advisory
Texas
$228K +$12.9K +673 +6%
WCM
2038
Wedge Capital Management
North Carolina
$228K +$4.72K +247 +2%
DWM
2039
Destination Wealth Management
California
$227K +$225K +11,780 New
PBC
2040
Pavion Blue Capital
California
$226K
AGA
2041
Accuvest Global Advisors
Utah
$226K +$225K +11,757 New
AI
2042
Accredited Investors
Minnesota
$225K +$1.49K +78 +0.7%
OA
2043
Operose Advisors
Wisconsin
$225K -$26.5K -1,387 -11%
AAP
2044
Arax Advisory Partners
Colorado
$223K +$631 +33 +0.3%
AWM
2045
Aries Wealth Management
Maine
$223K
AAM
2046
Augustine Asset Management
Florida
$223K -$76 -4 -0%
DOA
2047
D'Orazio & Associates
Virginia
$223K +$10.8K +566 +5%
MWM
2048
Merriman Wealth Management
Washington
$223K +$221K +11,569 New
SIC
2049
Sterling Investment Counsel
New York
$223K +$21.3K +1,115 +11%
LCM
2050
Liberty Capital Management
Michigan
$223K