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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2026
Peterson Wealth Advisors
Utah
$250K +$10.8K +60 +4%
SDJVC
2027
St. Denis J. Villere & Co
Louisiana
$249K – – –
MIH
2028
Meitav Investment House
Israel
$248K – – –
WC
2029
Weil Company
California
$248K – – –
RRWA
2030
Rainey & Randall Wealth Advisors
Florida
$247K +$897 +5 +0.3%
JCM
2031
Jacobi Capital Management
Pennsylvania
$247K +$40.5K +226 +19%
AC
2032
Avestar Capital
New York
$246K -$19K -106 -6%
EGWAG
2033
Elwood & Goetz Wealth Advisory Group
Georgia
$246K +$257K +1,434 New
HPC
2034
Hobart Private Capital
North Carolina
$246K +$30.3K +169 +13%
PCM
2035
Poehling Capital Management
Wisconsin
$245K +$53.8K +300 +27%
CASB
2036
Cape Ann Savings Bank
Massachusetts
$243K -$18.8K -105 -8%
GIM
2037
Goelzer Investment Management
Indiana
$242K – – –
MCIA
2038
Mountain Capital Investment Advisors
Colorado
$242K +$14.3K +80 +6%
FIM
2039
Freedom Investment Management
Connecticut
$241K -$110K -615 -30%
AAM
2040
Azzad Asset Management
Virginia
$238K -$496K -2,766 -67%
SCM
2041
Stonehearth Capital Management
Massachusetts
$238K – – –
FRA
2042
Front Row Advisors
California
$238K +$1.79K +10 +0.7%
TF
2043
TimeScale Financial
Massachusetts
$238K +$248K +1,383 New
FWP
2044
FAS Wealth Partners
Kansas
$237K – – –
SAM
2045
Summit Asset Management
Tennessee
$236K +$5.38K +30 +2%
V
2046
VeraBank
Texas
$236K +$246K +1,371 New
VAM
2047
Visionary Asset Management
Texas
$236K +$247K +1,375 New
CWM
2048
Cranbrook Wealth Management
Michigan
$234K +$3.59K +20 +1%
SDWIA
2049
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$234K +$244K +1,359 New
DBIA
2050
Dumont & Blake Investment Advisors
New Jersey
$232K -$9.5K -53 -4%
80 81
82
83 84