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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
2026
Chatham Capital Group
Georgia
$475K
WMA
2027
West Michigan Advisors
Michigan
$475K +$74.6K +254 +20%
USB
2028
Union Savings Bank
Connecticut
$475K
BRIA
2029
Balanced Rock Investment Advisors
Massachusetts
$473K -$14.1K -48 -3%
MCWS
2030
McKinley Carter Wealth Services
West Virginia
$473K +$294 +1 +0.1%
VWM
2031
Vigilare Wealth Management
Arizona
$472K +$35.3K +120 +9%
TAM
2032
Townsend Asset Management
North Carolina
$472K +$23.5K +80 +6%
AFA
2033
American Financial Advisors
Georgia
$472K +$1.47K +5 +0.3%
LWM
2034
Lyell Wealth Management
California
$471K -$404K -1,375 -48%
CFA
2035
CWS Financial Advisors
Michigan
$471K -$4.7K -16 -1%
WEG
2036
World Equity Group
Illinois
$470K -$537K -1,829 -55%
DFS
2037
Dixon Fnancial Services
California
$470K
BTWM
2038
Baker Tilly Wealth Management
Wisconsin
$470K -$424K -1,442 -49%
ECA
2039
Elevated Capital Advisors
Utah
$469K +$50.8K +173 +13%
TAM
2040
Taurus Asset Management
New York
$469K -$22K -75 -5%
PDM
2041
Penn Davis McFarland
Texas
$469K
MTIM
2042
Marathon Trading Investment Management
Pennsylvania
$469K +$441K +1,500 New
MCP
2043
Mirador Capital Partners
California
$468K -$170K -579 -28%
SWP
2044
Semus Wealth Partners
Florida
$467K +$21.4K +73 +5%
WBC
2045
West Branch Capital
Massachusetts
$466K +$294 +1 +0.1%
HFA
2046
High Falls Advisors
New York
$466K +$29.4K +100 +7%
KFGK
2047
Keystone Financial Group (Kentucky)
Kentucky
$464K +$78.1K +266 +22%
T
2048
TNF
Montana
$463K +$294 +1 +0.1%
NB
2049
Northwest Bancshares
Pennsylvania
$461K -$4.41K -15 -1%
PF
2050
Phoenix Financial
Israel
$461K -$893K -3,039 -67%