We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
2026
McKinley Carter Wealth Services
West Virginia
$630K -$43.5K -231 -6%
TIA
2027
Tiemann Investment Advisors
California
$628K +$40.5K +215 +6%
SMFS
2028
Squar Milner Financial Services
California
$626K -$164K -871 -18%
RWA
2029
Ropes Wealth Advisors
Massachusetts
$625K +$40.1K +213 +6%
PPP
2030
Private Portfolio Partners
New Jersey
$625K +$43.9K +233 +6%
SG
2031
Swarthmore Group
Pennsylvania
$624K -$8.87M -47,075 -92%
BMC
2032
Beaton Management Company
Massachusetts
$624K +$14.1K +75 +2%
AL
2033
Aspiriant LLC
California
$623K +$14.3K +76 +2%
SIM
2034
SSI Investment Management
California
$618K -$7.35K -39 -1%
WEPOG
2035
Wealth Enhancement & Preservation of GA
Georgia
$613K -$917K -4,867 -55%
FEM
2036
Fulcrum Equity Management
Texas
$608K +$172K +914 +32%
SP
2037
Symmetry Partners
Connecticut
$604K +$290K +1,542 +70%
TWA
2038
TCI Wealth Advisors
Arizona
$602K +$59.3K +315 +9%
WF
2039
WoodTrust Financial
Wisconsin
$600K -$132K -700 -16%
SHWM
2040
Smith & Howard Wealth Management
Georgia
$600K -$9.04K -48 -1%
LP
2041
LGL Partners
Pennsylvania
$599K +$10.4K +55 +2%
GC
2042
Gilbert & Cook
Iowa
$595K +$33.2K +176 +5%
BAM
2043
Bellevue Asset Management
Washington
$593K +$302K +1,603 +85%
WIC
2044
Woodmont Investment Counsel
Tennessee
$592K +$61.2K +325 +10%
RTC
2045
Riverview Trust Company
Washington
$590K – – –
SLT
2046
St Louis Trust
Missouri
$590K – – –
CDIA
2047
Capital Directions Investment Advisors
Georgia
$589K – – –
AWM
2048
Atticus Wealth Management
Florida
$588K +$103K +549 +18%
PGWM
2049
Parisi Gray Wealth Management
New Jersey
$586K -$34.9K -185 -5%
NGA
2050
Naples Global Advisors
Florida
$586K -$29K -154 -4%
80 81
82
83 84