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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2026
Liberty Wealth Management
California
$362K +$127K +583 +60%
SCI
2027
Stableford Capital II
Arizona
$361K -$31.7K -145 -9%
EGWAG
2028
Elwood & Goetz Wealth Advisory Group
Georgia
$361K +$33.2K +152 +11%
FVWA
2029
Foster Victor Wealth Advisors
South Carolina
$358K +$111K +508 +47%
AIS
2030
Accurate Investment Solutions
Pennsylvania
$357K – – –
GAM
2031
Garrison Asset Management
Arkansas
$357K +$219 +1 +0.1%
SIMM
2032
Stillwater Investment Management (Minnesota)
Minnesota
$356K +$1.97K +9 +0.6%
MC
2033
Matisse Capital
Oregon
$355K – – –
IWA
2034
Intercontinental Wealth Advisors
Texas
$353K -$1.97K -9 -0.6%
M
2035
Mirova
France
$353K +$29.9K +137 +10%
QCM
2036
Quantinno Capital Management
New York
$350K -$113K -519 -26%
HFA
2037
Huber Financial Advisors
Illinois
$350K -$52.2K -239 -14%
MFS
2038
Madrona Financial Services
Washington
$350K +$437 +2 +0.1%
MF
2039
Madrona Funds
Washington
$350K +$329K +1,507 New
HSWM
2040
Hubbell Strickland Wealth Management
Louisiana
$350K +$330K +1,510 New
DA
2041
Doliver Advisors
Texas
$349K +$33.9K +155 +12%
SA
2042
Sicart Associates
New York
$348K +$328K +1,500 New
OC
2043
Oarsman Capital
Wisconsin
$346K – – –
RTS
2044
Round Table Services
New Jersey
$345K +$656 +3 +0.2%
CWM
2045
Campbell Wealth Management
Virginia
$342K +$19.7K +90 +7%
AWMS
2046
Advocacy Wealth Management Services
Georgia
$341K – – –
TSWM
2047
Triangle Securities Wealth Management
North Carolina
$340K -$35.4K -162 -10%
BWA
2048
BDO Wealth Advisors
Florida
$339K +$29.5K +135 +10%
VNB
2049
Virginia National Bank
Virginia
$338K – – –
RRWA
2050
Rainey & Randall Wealth Advisors
Florida
$338K +$1.09K +5 +0.3%
80 81
82
83 84