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Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
2026
Colonial River Investments
Virginia
$261K -$43.2K -320 -15%
NQWM
2027
Northwest Quadrant Wealth Management
Oregon
$261K -$7.83K -58 -3%
HCMG
2028
Howard Capital Management Group
California
$261K – – –
KCFA
2029
Key Client Fiduciary Advisors
New Jersey
$260K – – –
WFA
2030
WestHill Financial Advisors
California
$259K -$60.7K -450 -20%
UBV
2031
United Bank (Virginia)
Virginia
$259K -$40.5K -300 -14%
JFGIW
2032
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$259K -$18.2K -135 -7%
PFA
2033
Pathway Financial Advisors
Vermont
$259K – – –
TIM
2034
Tortoise Investment Management
New York
$259K – – –
FFMBT
2035
First Farmers & Merchants Bank Trust
Tennessee
$259K +$13.5K +100 +6%
VFP
2036
Verus Financial Partners
Virginia
$259K +$18.8K +139 +7%
FG
2037
Foster Group
Iowa
$259K +$28.5K +211 +13%
OPOWM
2038
One Plus One Wealth Management
Florida
$258K – – –
PO
2039
Private Ocean
California
$258K +$68.2K +505 +38%
BFS
2040
Beacon Financial Strategies
North Carolina
$258K +$247K +1,827 New
MIM
2041
Miller Investment Management
Pennsylvania
$257K – – –
PCI
2042
Planning Center Inc
Illinois
$255K – – –
PCG
2043
Private Capital Group
Connecticut
$253K -$297K -2,199 -55%
HIC
2044
Hartline Investment Corp
Illinois
$253K -$30.8K -228 -10%
BAM
2045
Boyar Asset Management
New York
$253K – – –
CFO
2046
CVA Family Office
Colorado
$253K +$7.69K +57 +3%
TTWM
2047
TCV Trust & Wealth Management
Virginia
$253K +$242K +1,791 New
CWM
2048
Centric Wealth Management
Illinois
$252K -$211K -1,561 -47%
LC
2049
Lindbrook Capital
California
$251K -$32.3K -239 -12%
TDC
2050
Thompson Davis & Co
Virginia
$251K +$240K +1,776 New
80 81
82
83 84