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Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
2026
Investors Research Corp
Georgia
$309K – – –
IWA
2027
Inspirion Wealth Advisors
Illinois
$309K +$2K +10 +0.7%
PWA
2028
Peterson Wealth Advisors
Utah
$307K -$7.78K -39 -3%
AWMS
2029
Advocacy Wealth Management Services
Georgia
$306K – – –
CC
2030
Cipher Capital
New York
$306K +$294K +1,474 New
PWM
2031
PRW Wealth Management
Massachusetts
$304K -$14K -70 -5%
IDA
2032
Intelligence Driven Advisers
California
$303K -$1.6K -8 -0.5%
VNB
2033
Virginia National Bank
Virginia
$303K – – –
BLAM
2034
Bourne Lent Asset Management
New York
$302K -$160K -800 -36%
FWP
2035
FAS Wealth Partners
Kansas
$302K – – –
RRWA
2036
Rainey & Randall Wealth Advisors
Florida
$302K +$1.2K +6 +0.4%
SDJVC
2037
St. Denis J. Villere & Co
Louisiana
$301K – – –
SAM
2038
Summit Asset Management
Tennessee
$299K – – –
LJHT
2039
Laurie J. Hall Trustee
$298K -$120K -600 -30%
EIA
2040
Edgemoor Investment Advisors
Maryland
$298K – – –
MPW
2041
MA Private Wealth
California
$297K +$997 +5 +0.4%
PCM
2042
Poehling Capital Management
Wisconsin
$296K -$19.9K -100 -7%
WS
2043
Wela Strategies
Georgia
$296K -$12.4K -62 -4%
CW
2044
Cobiz Wealth
Colorado
$293K -$2.99K -15 -1%
EP
2045
Edgestream Partners
New Jersey
$292K -$571K -2,861 -67%
EGWAG
2046
Elwood & Goetz Wealth Advisory Group
Georgia
$292K – – –
AI
2047
Atom Investors
Texas
$291K -$427K -2,141 -60%
NP
2048
NorthRock Partners
Minnesota
$291K -$35.1K -176 -11%
VV
2049
Verity & Verity
South Carolina
$289K – – –
AC
2050
Avestar Capital
New York
$288K -$4.59K -23 -1%
80 81
82
83 84