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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2026
LifeGuide Financial Advisors
Pennsylvania
$262K -$3.64K -27 -1%
CRI
2027
Colonial River Investments
Virginia
$261K -$43.2K -320 -15%
NQWM
2028
Northwest Quadrant Wealth Management
Oregon
$261K -$7.83K -58 -3%
HCMG
2029
Howard Capital Management Group
California
$261K – – –
KCFA
2030
Key Client Fiduciary Advisors
New Jersey
$260K – – –
WFA
2031
WestHill Financial Advisors
California
$259K -$60.7K -450 -20%
UBV
2032
United Bank (Virginia)
Virginia
$259K -$40.5K -300 -14%
JFGIW
2033
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$259K -$18.2K -135 -7%
PFA
2034
Pathway Financial Advisors
Vermont
$259K – – –
TIM
2035
Tortoise Investment Management
New York
$259K – – –
FFMBT
2036
First Farmers & Merchants Bank Trust
Tennessee
$259K +$13.5K +100 +6%
VFP
2037
Verus Financial Partners
Virginia
$259K +$18.8K +139 +7%
FG
2038
Foster Group
Iowa
$259K +$28.5K +211 +13%
OPOWM
2039
One Plus One Wealth Management
Florida
$258K – – –
PO
2040
Private Ocean
California
$258K +$68.2K +505 +38%
BFS
2041
Beacon Financial Strategies
North Carolina
$258K +$247K +1,827 New
MIM
2042
Miller Investment Management
Pennsylvania
$257K – – –
PCI
2043
Planning Center Inc
Illinois
$255K – – –
PCG
2044
Private Capital Group
Connecticut
$253K -$297K -2,199 -55%
HIC
2045
Hartline Investment Corp
Illinois
$253K -$30.8K -228 -10%
BAM
2046
Boyar Asset Management
New York
$253K – – –
CFO
2047
CVA Family Office
Colorado
$253K +$7.69K +57 +3%
TTWM
2048
TCV Trust & Wealth Management
Virginia
$253K +$242K +1,791 New
CWM
2049
Centric Wealth Management
Illinois
$252K -$211K -1,561 -47%
LC
2050
Lindbrook Capital
California
$251K -$32.3K -239 -12%
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