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Name Holding Trade Value Shares
Change 		Change in
Stake
TCMG
2026
TSP Capital Management Group
New Jersey
$609K -$68.1K -1,400 -11%
BFAG
2027
Blackston Financial Advisory Group
Florida
$609K +$63.5K +1,306 +13%
FHC
2028
First Heartland Consultants
Missouri
$608K +$2.29K +47 +0.4%
ECG
2029
Edge Capital Group
Georgia
$608K -$150K -3,086 -21%
GWSG
2030
GPS Wealth Strategies Group
Colorado
$608K -$45.4K -933 -8%
MFWP
2031
Mosaic Family Wealth Partners
Missouri
$607K -$18.4K -379 -3%
MWA
2032
Meridian Wealth Advisors
Texas
$607K -$511K -10,517 -48%
GEA
2033
Glen Eagle Advisors
New Jersey
$606K -$28.4K -584 -5%
AIC
2034
Archer Investment Corporation
Indiana
$606K +$778 +16 +0.1%
WDG
2035
Wealth Dimensions Group
Ohio
$605K +$8.85K +182 +2%
ICP
2036
Interchange Capital Partners
Pennsylvania
$603K -$122K -2,513 -18%
TBWA
2037
Three Bridge Wealth Advisors
California
$602K -$9.78K -201 -2%
SIG
2038
Sky Investment Group
Connecticut
$602K -$155K -3,193 -22%
OW
2039
Olistico Wealth
Oklahoma
$599K – – –
SAM
2040
Seelaus Asset Management
New Jersey
$599K +$52.8K +1,086 +11%
HA
2041
Harfst & Associates
Wyoming
$598K -$329K -6,756 -38%
EB
2042
Exchange Bank
California
$598K -$4.86K -100 -0.9%
VC
2043
Veracity Capital
Georgia
$596K +$14.8K +304 +3%
BL
2044
Balentine LLC
Georgia
$594K +$298K +6,123 +122%
AIM
2045
Acropolis Investment Management
Missouri
$593K -$16.2K -333 -3%
AMG
2046
Asset Management Group
Connecticut
$592K +$4.52K +93 +0.8%
MCM
2047
Monument Capital Management
Virginia
$591K -$51.1K -1,050 -9%
MWM
2048
Mindset Wealth Management
Indiana
$591K +$540K +11,101 New
HSWM
2049
Hubbell Strickland Wealth Management
Louisiana
$591K +$2.04K +42 +0.4%
AC
2050
Apella Capital
Connecticut
$589K +$11.8K +242 +2%
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