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Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
2026
Paces Ferry Wealth Advisors
Georgia
$306K -$2.31K -14 -0.8%
EDRIA
2027
Edmonds Duncan Registered Investment Advisors
Kansas
$305K +$16.5K +100 +5%
SFA
2028
Seneca Financial Advisors
New York
$305K +$301K +1,828 New
TWM
2029
TriaGen Wealth Management
California
$304K – – –
PBO
2030
Peoples Bank (Ohio)
Ohio
$303K -$12.4K -75 -4%
CAM
2031
Cozad Asset Management
Illinois
$303K -$825 -5 -0.3%
SCI
2032
S&CO Inc
Massachusetts
$303K – – –
ICG
2033
InterOcean Capital Group
Tennessee
$302K -$164K -994 -35%
AW
2034
ACG Wealth
Georgia
$302K – – –
IFG
2035
Investors Financial Group
Minnesota
$302K – – –
SFI
2036
SPC Financial Inc
Maryland
$302K +$4.62K +28 +2%
MFG
2037
Magnus Financial Group
New York
$302K +$4.78K +29 +2%
EAM
2038
Evanson Asset Management
California
$301K – – –
WP
2039
Wealthspan Partners
Iowa
$301K +$298K +1,807 New
MAM
2040
McLean Asset Management
Virginia
$300K -$25.9K -157 -7%
HCM
2041
Highlander Capital Management
New Jersey
$300K – – –
VST
2042
Van Strum & Towne
California
$300K – – –
NICM
2043
Neo Ivy Capital Management
New York
$300K +$297K +1,798 New
GA
2044
Greenspring Advisors
Maryland
$300K +$297K +1,801 New
BSG
2045
Black Swift Group
Colorado
$299K -$71.7K -435 -20%
SFPG
2046
Stonebridge Financial Planning Group
Florida
$299K -$57.7K -350 -15%
LAM
2047
L2 Asset Management
Massachusetts
$297K +$294K +1,782 New
FFN
2048
Focus Financial Network
Minnesota
$297K +$25.7K +156 +10%
AIA
2049
Arbor Investment Advisors
North Carolina
$296K +$3.3K +20 +1%
EWM
2050
EPG Wealth Management
Georgia
$296K +$17.8K +108 +6%
80 81
82
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