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Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
2026
First City Capital Management
Georgia
$377K +$1.1K +5 +0.3%
AA
2027
Alesco Advisors
New York
$376K +$1.75K +8 +0.6%
TIM
2028
Tortoise Investment Management
New York
$375K +$137K +623 +75%
DWG
2029
Darden Wealth Group
Michigan
$374K -$21.9K -100 -6%
BIA
2030
Barry Investment Advisors
Massachusetts
$374K +$319K +1,453 New
GWANC
2031
Guardian Wealth Advisors (North Carolina)
North Carolina
$374K +$27.2K +124 +9%
VFG
2032
Victory Financial Group
Texas
$373K -$26.3K -120 -8%
CG
2033
Corundum Group
Colorado
$373K -$1.98K -9 -0.6%
AFA
2034
Allium Financial Advisors
Oregon
$372K +$2.85K +13 +0.9%
SWP
2035
Strategic Wealth Partners
Ohio
$372K +$317K +1,446 New
EB
2036
Emprise Bank
Kansas
$372K – – –
EBA
2037
Eagle Bay Advisors
New York
$371K -$1.98K -9 -0.6%
BWM
2038
BlackDiamond Wealth Management
New York
$371K +$14.7K +67 +5%
TTWM
2039
TCV Trust & Wealth Management
Virginia
$371K -$71.3K -325 -18%
CCG
2040
Cypress Capital Group
Florida
$369K +$52.2K +238 +20%
NP
2041
Nilsine Partners
Colorado
$369K -$18.2K -83 -5%
MCA
2042
MSH Capital Advisors
Arizona
$368K -$3.51K -16 -1%
CCG
2043
Capital CS Group
California
$368K +$314K +1,430 New
VC
2044
Veracity Capital
Georgia
$368K +$25.5K +116 +9%
COCM
2045
Charter Oak Capital Management
New Hampshire
$368K -$5.49K -25 -2%
LWM
2046
Lyell Wealth Management
California
$367K +$19.5K +89 +7%
SFC
2047
Strategic Financial Concepts
Texas
$367K -$8.78K -40 -3%
DJYG
2048
David J. Yvars Group
Florida
$366K +$312K +1,423 New
PFS
2049
Physicians Financial Services
North Carolina
$365K +$11K +50 +4%
FFWM
2050
Future Financial Wealth Management
Ohio
$365K +$219 +1 +0.1%
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