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Name Holding Trade Value Shares
Change 		Change in
Stake
MLFP
2026
MPS Loria Financial Planners
Illinois
$290K +$1.47K +8 +0.5%
QCM
2027
Quantinno Capital Management
New York
$289K -$268K -1,460 -49%
RTS
2028
Round Table Services
New Jersey
$289K +$3.3K +18 +1%
CRWM
2029
Castle Rock Wealth Management
California
$289K +$677K +3,693 +246%
AWMS
2030
Advocacy Wealth Management Services
Georgia
$288K -$27.5K -150 -9%
MFS
2031
Madrona Financial Services
Washington
$288K -$1.47K -8 -0.5%
CCA
2032
Conservest Capital Advisors
Pennsylvania
$288K +$734 +4 +0.3%
OC
2033
Oarsman Capital
Wisconsin
$286K -$21.5K -117 -7%
WS
2034
Wela Strategies
Georgia
$285K -$16.5K -90 -6%
IRC
2035
Investors Research Corp
Georgia
$285K – – –
PGA
2036
Portland Global Advisors
Maine
$285K +$54.7K +298 +25%
IWA
2037
Inspirion Wealth Advisors
Illinois
$283K – – –
PP
2038
PDS Planning
Ohio
$283K +$271K +1,475 New
SSWM
2039
Smith Salley Wealth Management
North Carolina
$282K -$8.99K -49 -3%
IDA
2040
Intelligence Driven Advisers
California
$281K +$269K +1,465 New
VNB
2041
Virginia National Bank
Virginia
$280K -$96.3K -525 -26%
FWP
2042
FAS Wealth Partners
Kansas
$279K +$13.2K +72 +5%
SDJVC
2043
St. Denis J. Villere & Co
Louisiana
$278K – – –
PGA
2044
Premia Global Advisors
Florida
$278K +$266K +1,452 New
RRWA
2045
Rainey & Randall Wealth Advisors
Florida
$277K +$1.28K +7 +0.5%
AA
2046
Advisory Alpha
Michigan
$277K +$5.14K +28 +2%
SAM
2047
Summit Asset Management
Tennessee
$276K +$11.4K +62 +5%
SDWIA
2048
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$276K +$14.3K +78 +6%
ED
2049
Exane Derivatives
France
$275K -$1.1M -6,014 -81%
EIA
2050
Edgemoor Investment Advisors
Maryland
$275K +$263K +1,434 New
80 81
82
83 84