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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
2026
TFC Financial Management
Massachusetts
$254K +$37.9K +270 +17%
PNAA
2027
Pictet North America Advisors
Switzerland
$254K +$91.2K +649 +52%
FP
2028
Foundry Partners
Minnesota
$253K -$36.1K -257 -12%
C
2029
Covestor
United Kingdom
$253K +$134K +954 +103%
WMA
2030
West Michigan Advisors
Michigan
$252K +$1.69K +12 +0.6%
ICG
2031
InterOcean Capital Group
Tennessee
$252K +$8.85K +63 +3%
IIA
2032
Integral Investment Advisors
California
$252K +$36.5K +260 +16%
FFWA
2033
FRG Family Wealth Advisors
Washington
$251K – – –
WAAG
2034
Wealth Alliance Advisory Group
Kansas
$251K +$1.97K +14 +0.8%
CWS
2035
Cypress Wealth Services
California
$250K – – –
DP
2036
Denver PWM
Colorado
$250K +$23.3K +166 +10%
CAL
2037
Capital Advisors Ltd
Ohio
$250K +$94.2K +670 +56%
WB
2038
Webster Bank
Connecticut
$249K – – –
PWM
2039
Prentice Wealth Management
New York
$248K +$24.7K +176 +10%
VV
2040
Verity & Verity
South Carolina
$246K +$257K +1,829 New
SFA
2041
Seneca Financial Advisors
New York
$246K – – –
PBO
2042
Peoples Bank (Ohio)
Ohio
$245K – – –
TWM
2043
TriaGen Wealth Management
California
$245K – – –
SOW
2044
State of Wyoming
Wyoming
$244K -$71K -505 -22%
COCM
2045
Charter Oak Capital Management
New Hampshire
$244K -$8.99K -64 -3%
LFG
2046
Larson Financial Group
Missouri
$243K -$11.4K -81 -4%
BWP
2047
Baldwin Wealth Partners
Massachusetts
$243K -$5.34K -38 -2%
EAM
2048
Evanson Asset Management
California
$243K – – –
GA
2049
Greenspring Advisors
Maryland
$242K – – –
HCM
2050
Highlander Capital Management
New Jersey
$242K – – –
80 81
82
83 84