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Name Holding Trade Value Shares
Change 		Change in
Stake
TWPM
2026
Total Wealth Planning & Management
Florida
$1.6M +$59K +163 +4%
CP
2027
Covenant Partners
Tennessee
$1.6M – – –
SGK
2028
Steigerwald Gordon & Koch
Virginia
$1.6M -$17.4K -48 -1%
KCFA
2029
Key Client Fiduciary Advisors
New Jersey
$1.58M -$32.2K -89 -2%
UBG
2030
United Bank (Georgia)
Georgia
$1.58M -$255K -706 -14%
ML
2031
McAdam LLC
Pennsylvania
$1.58M +$194K +536 +14%
SI
2032
Saxon Interests
Texas
$1.58M – – –
SI
2033
Seeds Investor
New York
$1.58M -$117K -324 -7%
GG
2034
Greenwood Gearhart
Arkansas
$1.58M -$125K -346 -7%
LWM
2035
Lodestone Wealth Management
Washington
$1.58M -$15.6K -43 -1%
YCG
2036
Yeomans Consulting Group
Georgia
$1.57M -$155K -429 -9%
TAM
2037
Townsend Asset Management
North Carolina
$1.57M -$135K -372 -8%
SA
2038
Sovran Advisors
California
$1.57M -$244K -673 -14%
CT
2039
Coastline Trust
Rhode Island
$1.57M +$45.2K +125 +3%
BPFA
2040
Barnes Pettey Financial Advisors
Mississippi
$1.57M +$11.2K +31 +0.7%
FWP
2041
Fiduciary Wealth Partners
Massachusetts
$1.57M +$1.43M +3,940 +1,190%
WWMSC
2042
Wagner Wealth Management (South Carolina)
South Carolina
$1.56M +$86.1K +238 +6%
SWA
2043
SFMG Wealth Advisors
Texas
$1.56M -$52.5K -145 -3%
VP
2044
Verum Partners
North Carolina
$1.56M +$178K +493 +13%
DWM
2045
Denver Wealth Management
Colorado
$1.56M +$1.81K +5 +0.1%
APWA
2046
Atlas Private Wealth Advisors
New Jersey
$1.56M -$296K -818 -16%
ILI
2047
Invesco LLC (Illinois)
Illinois
$1.55M -$21K -58 -1%
BONH
2048
Bank of New Hampshire
New Hampshire
$1.54M -$21.7K -60 -1%
CANC
2049
Culbertson A N & Co
Virginia
$1.54M – – –
OIM
2050
Opus Investment Management
Massachusetts
$1.54M – – –
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