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Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
2026
Investors Research Corp
Georgia
$534K +$159K +2,549 +40%
FNC
2027
First National Corp
Massachusetts
$533K +$249 +4 +0%
GC
2028
Garde Capital
Washington
$533K +$550K +8,847 New
TT
2029
TI-Trust
Illinois
$533K +$7.78K +125 +1%
PCP
2030
Proficio Capital Partners
Massachusetts
$532K +$34.3K +551 +7%
MWA
2031
Monograph Wealth Advisors
California
$531K – – –
CWC
2032
Carolinas Wealth Consulting
North Carolina
$531K -$1.99K -32 -0.1%
RRA
2033
Round Rock Advisors
Connecticut
$531K +$12.7K +204 +2%
CAS
2034
CTC Alternative Strategies
Illinois
$530K +$547K +8,800 New
FCM
2035
Firestone Capital Management
Florida
$529K +$5.72K +92 +1%
AC
2036
Apella Capital
Connecticut
$529K +$546K +8,784 New
HBT
2037
Heartland Bank & Trust
Illinois
$529K -$58K -933 -10%
CWM
2038
Connecticut Wealth Management
Connecticut
$528K +$11.8K +190 +2%
FWP
2039
Firethorn Wealth Partners
Georgia
$527K -$11.2K -180 -2%
SFS
2040
Strategic Financial Services
New York
$526K – – –
CCFM
2041
Clear Creek Financial Management
Washington
$524K +$18.5K +297 +4%
PI
2042
Pettee Investors
Connecticut
$523K – – –
BFA
2043
Beacon Financial Advisory
Ohio
$521K -$24.8K -398 -4%
EWM
2044
Evermay Wealth Management
Virginia
$521K -$2.18K -35 -0.4%
FA
2045
Fagan Associates
New York
$519K – – –
WIA
2046
Westbourne Investment Advisors
Maryland
$519K – – –
LWM
2047
Lodestone Wealth Management
Washington
$518K -$12.1K -194 -2%
SOS
2048
Silver Oak Securities
Tennessee
$518K +$57K +917 +12%
FOA
2049
Five Oceans Advisors
California
$518K +$10.4K +167 +2%
TPW
2050
Transatlantique Private Wealth
New York
$518K -$6.35K -102 -1%
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