FIRST COMMUNITY CORP /SC/ - FCCO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 688,196 | 22,490 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 385,181 | 12,587 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 339,510 | 11,095 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 268,621 | 8,641 | 0.23% | 0.26% | 4 | -14,800 | -5.22% | Q3 2026 | Oct 22, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 250,433 | 8,184 | 1.49% | 1.49% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 248,485 | 7,993 | 0.0% | 0.0% | 6 | +14,135 | 6.03% | Q3 2026 | Nov 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 266,289 | 7,783 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 224,139 | 7,212 | 0.0% | 0.0% | 8 | -5,596 | -2.44% | Q3 2026 | Nov 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 179,436 | 5,863 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 157,021 | 5,131 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Qube Research & Technologies Ltd | History | No change | 155,536 | 5,082 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 152,607 | 4,987 | 1.12% | 1.12% | 12 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 149,185 | 4,875 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 145,675 | 4,760 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 122,186 | 3,993 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 106,941 | 3,494 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 100,154 | 3,273 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 89,925 | 2,938 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 88,587 | 2,893 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 83,732 | 2,736 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 83,624 | 2,732 | 1.89% | 1.89% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cutler Capital Management, LLC | History | No change | 76,500 | 2,500 | 0.65% | 0.65% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 72,979 | 2,384 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 72,844 | 2,380 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 72,505 | 2,332 | 0.0% | — | 25 | +72,505 | New | Q3 2026 | Nov 02, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 65,078 | 2,126 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 66,038 | 2,124 | 0.0% | 0.0% | 27 | -14,844 | -18.35% | Q3 2026 | Nov 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 61,093 | 1,996 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 60,238 | 1,968 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 57,428 | 1,876 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 46,898 | 1,532 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Holdings, LLC | History | No change | 46,087 | 1,506 | 0.46% | 0.46% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 39,530 | 1,271 | 0.11% | 0.12% | 33 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 37,428 | 1,223 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 36,930 | 1,206 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 35,326 | 1,136 | 1.04% | 1.01% | 36 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 34,439 | 1,125 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 33,483 | 1,094 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 33,055 | 1,080 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RBF Capital, LLC | History | No change | 30,800 | 1,006 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 29,133 | 952 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 28,548 | 932 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 28,590 | 928 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 28,796 | 926 | 0.0% | 0.0% | 44 | +1,698 | 6.27% | Q3 2026 | Nov 06, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 28,243 | 908 | 0.51% | 0.52% | 45 | -1,557 | -5.22% | Q3 2026 | Oct 19, 2026 |
| XTX Topco Ltd | History | No change | 26,072 | 852 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 25,665 | 825 | 0.0% | 0.0% | 47 | +1,300 | 5.34% | Q3 2026 | Nov 05, 2026 |
| Numerai GP LLC | History | No change | 22,667 | 740 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 22,769 | 732 | 0.0% | 0.0% | 49 | -49,695 | -68.58% | Q3 2026 | Nov 09, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 21,025 | 687 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 21,253 | 683 | 0.08% | 0.09% | 51 | +65 | 0.31% | Q3 2026 | Oct 30, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 19,163 | 626 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAILARD, INC. | History | Added to | 18,140 | 583 | 0.01% | 0.01% | 53 | +6,940 | 61.96% | Q3 2026 | Oct 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 16,732 | 546 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 15,697 | 512 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 15,057 | 492 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | No change | 14,884 | 486 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 13,291 | 434 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 12,307 | 402 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EntryPoint Capital, LLC | History | No change | 11,942 | 390 | 0.09% | 0.09% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 10,837 | 354 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 10,145 | 331 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daytona Street Capital LLC | History | No change | 10,000 | 326 | 0.23% | 0.24% | 63 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | No change | 10,000 | 321 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Man Group plc | History | No change | 9,221 | 301 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 9,225 | 299 | 0.0% | — | 66 | +9,225 | New | Q3 2026 | Oct 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 9,130 | 298 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 9,140 | 298 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 9,023 | 294 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHUMBLINE ADVISERS | History | No change | 8,887 | 290 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Voleon Capital Management LP | History | No change | 8,865 | 289 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,522 | 278 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 7,929 | 259 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 7,751 | 253 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | New | 7,547 | 242 | 0.0% | — | 76 | +7,547 | New | Q3 2026 | Nov 02, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 7,533 | 242 | 0.0% | 0.0% | 75 | -1,089 | -12.63% | Q3 2026 | Nov 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 7,252 | 237 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 5,980 | 195 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,592 | 182 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 4,069 | 132 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,400 | 111 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,035 | 99 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,828 | 92 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,249 | 72 | 0.0% | 0.0% | 84 | +28 | 1.26% | Q3 2026 | Oct 23, 2026 |
| Quantbot Technologies LP | History | No change | 2,088 | 68 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 1,847 | 59 | 0.0% | 0.0% | 86 | -3,744 | -66.96% | Q3 2026 | Nov 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,713 | 55 | 0.0% | 0.0% | 87 | +677 | 65.35% | Q3 2026 | Nov 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,594 | 52 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,610 | 52 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,435 | 46 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,380 | 44 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,169 | 38 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,101 | 35 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 827 | 27 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 856 | 27 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 762 | 24 | 0.01% | 0.0% | 98 | +463 | 154.85% | Q3 2026 | Oct 01, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 755 | 24 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 753 | 24 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 534 | 17 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Colonial Trust Advisors | History | No change | 508 | 16 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 458 | 14 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 363 | 12 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 377 | 12 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| GAMMA Investing LLC | History | Added to | 300 | 9 | 0.0% | 0.0% | 106 | +139 | 86.34% | Q3 2026 | Oct 08, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 288 | 9 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 305 | 9 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 239 | 7 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 192 | 6 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 174 | 5 | 0.0% | 0.0% | 109 | -4 | -2.25% | Q3 2026 | Oct 22, 2026 |
| Parkside Financial Bank & Trust | History | New | 138 | 4 | 0.0% | — | 111 | +138 | New | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 147 | 4 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| IFP Advisors, Inc | History | Added to | 98 | 3 | 0.0% | 0.0% | 113 | +4 | 4.26% | Q3 2026 | Oct 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 100 | 3 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 81 | 2 | 0.0% | — | 116 | +79 | 3950.0% | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 65 | 2 | 0.0% | 0.0% | 117 | +25 | 62.5% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 72 | 2 | 0.0% | 0.0% | 115 | +19 | 35.85% | Q3 2026 | Nov 04, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 91 | 2 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Root Financial Partners, LLC | History | New | 43 | 1 | 0.0% | — | 122 | +43 | New | Q3 2026 | Oct 21, 2026 |
| US BANCORP \DE\ | History | New | 33 | 1 | 0.0% | — | 121 | +33 | New | Q3 2026 | Nov 05, 2026 |
| Essential Partners LLC | History | Added to | 35 | 1 | 0.0% | 0.0% | 120 | +1 | 2.94% | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Facet Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,419 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Covestor Ltd | History | Added to | 9 | 0 | — | — | — | +4 | 80.0% | Q3 2026 | Oct 30, 2026 |
| True Wealth Design, LLC | History | Added to | 18 | 0 | — | — | — | +4 | 28.57% | Q3 2026 | Oct 13, 2026 |
| GK Wealth Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 09, 2026 |
| James T. Borello RIA | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| SBI Securities Co., Ltd. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |