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Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
2026
Prairie Sky Financial Group
Illinois
$10.6M -$72.6K -355 -0.7%
SCM
2027
Sone Capital Management
New York
$10.6M +$9.88M +48,294 New
BKA
2028
Brick & Kyle Associates
Pennsylvania
$10.6M -$68.7K -336 -0.7%
ACM
2029
Alpha Capital Management
Texas
$10.5M -$202K -989 -2%
ORG
2030
Optimist Retirement Group
Washington
$10.5M – – –
DCA
2031
DSG Capital Advisors
Minnesota
$10.5M +$9.82M +47,977 New
MCWS
2032
McKinley Carter Wealth Services
West Virginia
$10.5M -$49.9K -244 -0.5%
PCMK
2033
Paragon Capital Management (Kansas)
Kansas
$10.5M -$582K -2,844 -6%
SFG
2034
Snider Financial Group
Washington
$10.5M +$3.38M +16,529 +53%
BCM
2035
Blume Capital Management
California
$10.5M -$68.5K -335 -0.7%
AC
2036
AlphaCore Capital
California
$10.5M -$167K -815 -2%
WAS
2037
Wealth Advisory Solutions
Indiana
$10.5M -$39.5K -193 -0.4%
GMA
2038
Glassy Mountain Advisors
Maryland
$10.5M +$38.1K +186 +0.4%
CCAM
2039
Codex Capital Asset Management
Texas
$10.5M – – –
GWMR
2040
GC Wealth Management RIA
Massachusetts
$10.5M -$577K -2,821 -6%
TCM
2041
Thames Capital Management
New Jersey
$10.5M -$4.2M -20,529 -30%
TF
2042
Threadgill Financial
Texas
$10.5M +$538K +2,628 +6%
OL
2043
one8zero8 LLC
North Carolina
$10.4M +$9.72M +47,495 New
BP
2044
BBR Partners
New York
$10.4M +$1.28M +6,258 +15%
PL
2045
Parkwood LLC
Ohio
$10.4M -$26M -127,060 -73%
ISB
2046
Iowa State Bank
Iowa
$10.3M +$123K +602 +1%
PFGIA
2047
Patriot Financial Group Insurance Agency
Massachusetts
$10.3M +$270K +1,319 +3%
SFG
2048
Seamount Financial Group
Colorado
$10.3M +$94.7K +463 +1%
EIA
2049
Eastover Investment Advisors
North Carolina
$10.3M -$274K -1,340 -3%
MIM
2050
Moseley Investment Management
Florida
$10.3M -$130K -637 -1%
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