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Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
2026
Gilliland Jeter Wealth Management
Arkansas
$462K -$1.64K -6 -0.4%
FWI
2027
Facet Wealth Inc
Maryland
$460K +$114K +418 +38%
SAA
2028
Southeast Asset Advisors
Georgia
$460K -$2.46K -9 -0.6%
FFG
2029
First Financial Group
North Carolina
$460K -$54.4K -199 -12%
HA
2030
Huntleigh Advisors
Missouri
$459K -$11.8K -43 -3%
RWB
2031
RMR Wealth Builders
New Jersey
$458K -$19.4K -71 -4%
AA
2032
Alesco Advisors
New York
$458K +$16.4K +60 +4%
SIAG
2033
Signet Investment Advisory Group
Rhode Island
$457K +$112K +410 +37%
CFD
2034
Creative Financial Designs
Indiana
$457K – – –
FF
2035
Francis Financial
$457K +$17.8K +65 +5%
WAL
2036
W Advisors LLC
Tennessee
$456K – – –
TIM
2037
Tortoise Investment Management
New York
$456K +$16.4K +60 +4%
ARG
2038
Advisory Resource Group
Oklahoma
$455K -$5.74K -21 -1%
PA
2039
PFW Advisors
Georgia
$455K +$37.7K +138 +10%
LAM
2040
Lewis Asset Management
California
$455K – – –
CRIG
2041
Charter Research & Investment Group
Connecticut
$454K – – –
QFW
2042
QTR Family Wealth
Florida
$454K +$181K +662 +78%
CB
2043
Cadence Bank
Mississippi
$454K +$8.47K +31 +2%
PH
2044
Pinnacle Holdings
Oklahoma
$453K +$1.37K +5 +0.3%
TTWM
2045
TCV Trust & Wealth Management
Virginia
$453K +$18K +66 +5%
RMAM
2046
Raab & Moskowitz Asset Management
New Jersey
$450K +$1.91K +7 +0.5%
HFF
2047
Halter Ferguson Financial
Indiana
$450K -$111K -405 -21%
NI
2048
Natural Investments
California
$449K – – –
TWM
2049
Topsail Wealth Management
North Carolina
$449K +$47.8K +175 +13%
CSC
2050
Caldwell Sutter Capital
California
$448K +$6.56K +24 +2%
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