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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
2026
FAS Wealth Partners
Kansas
$302K – – –
RRWA
2027
Rainey & Randall Wealth Advisors
Florida
$302K +$1.2K +6 +0.4%
SDJVC
2028
St. Denis J. Villere & Co
Louisiana
$301K – – –
SAM
2029
Summit Asset Management
Tennessee
$299K – – –
LJHT
2030
Laurie J. Hall Trustee
$298K -$120K -600 -30%
EIA
2031
Edgemoor Investment Advisors
Maryland
$298K – – –
MPW
2032
MA Private Wealth
California
$297K +$997 +5 +0.4%
PCM
2033
Poehling Capital Management
Wisconsin
$296K -$19.9K -100 -7%
WS
2034
Wela Strategies
Georgia
$296K -$12.4K -62 -4%
CW
2035
Cobiz Wealth
Colorado
$293K -$2.99K -15 -1%
EP
2036
Edgestream Partners
New Jersey
$292K -$571K -2,861 -67%
EGWAG
2037
Elwood & Goetz Wealth Advisory Group
Georgia
$292K – – –
AI
2038
Atom Investors
Texas
$291K -$427K -2,141 -60%
NP
2039
NorthRock Partners
Minnesota
$291K -$35.1K -176 -11%
VV
2040
Verity & Verity
South Carolina
$289K – – –
AC
2041
Avestar Capital
New York
$288K -$4.59K -23 -1%
M
2042
Mirova
France
$288K – – –
RWM
2043
Ritholtz Wealth Management
New York
$288K +$7.38K +37 +3%
CWM
2044
Campbell Wealth Management
Virginia
$288K +$35.5K +178 +15%
SAM
2045
Silphium Asset Management
United Kingdom
$288K – – –
WA
2046
Wealth Architects
California
$287K +$33.3K +167 +14%
FRA
2047
Front Row Advisors
California
$285K -$1.6K -8 -0.6%
CWM
2048
Cranbrook Wealth Management
Michigan
$283K – – –
SCM
2049
Stonehearth Capital Management
Massachusetts
$281K – – –
FMT
2050
First Mercantile Trust
Tennessee
$280K +$108K +542 +67%
80 81
82
83 84