We are live on ! Find out more
VZ icon

Verizon
VZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
2026
Polaris Wealth Advisory Group
California
$579K +$19.4K +344 +3%
SWRP
2027
Summit Wealth & Retirement Planning
California
$577K -$76.2K -1,354 -11%
SAA
2028
Southeast Asset Advisors
Georgia
$575K +$1.24K +22 +0.2%
AMC
2029
Asset Management Corp
Illinois
$575K +$58.2K +1,035 +11%
SWM
2030
Selective Wealth Management
Virginia
$574K +$178K +3,166 +44%
JPMIA
2031
J.P. Marvel Investment Advisors
Massachusetts
$570K – – –
PFM
2032
Parsec Financial Management
North Carolina
$570K +$225 +4 +0%
ACM
2033
Anfield Capital Management
California
$570K +$10.4K +185 +2%
RIM
2034
Redwood Investment Management
Arizona
$570K +$582K +10,339 New
SCM
2035
SOL Capital Management
Maryland
$569K -$229K -4,075 -28%
SRC
2036
Shufro Rose & Co
New York
$569K -$43.3K -770 -7%
SDH
2037
Sloy Dahl & Holst
Washington
$568K -$33.8K -600 -5%
CS
2038
Capital Square
Tennessee
$566K -$9.62K -171 -2%
LCM
2039
Landscape Capital Management
New Jersey
$565K -$2.35M -41,796 -80%
BI
2040
Ballast Inc
Kentucky
$565K +$13.7K +244 +2%
VCS
2041
Vaughan & Co Securities
New Jersey
$563K -$14.1K -250 -2%
EIA
2042
Eldridge Investment Advisors
New Hampshire
$563K -$4.16K -74 -0.7%
B
2043
Bridgeworth
Alabama
$561K -$9.79K -174 -2%
AWM
2044
Argent Wealth Management
Massachusetts
$561K -$6.13K -109 -1%
S
2045
SimplyRich
California
$561K +$68.4K +1,216 +13%
PFO
2046
Pathstone Family Office
New Jersey
$559K -$15K -267 -3%
TC
2047
Truvestments Capital
Florida
$558K -$5.29K -94 -0.9%
OFW
2048
Omnia Family Wealth
Florida
$557K +$24.2K +431 +4%
PWM
2049
Paulson Wealth Management
Illinois
$556K +$17.4K +310 +3%
OCPWS
2050
One Charles Private Wealth Services
Massachusetts
$556K +$552K +9,818 New
80 81
82
83 84