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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
2026
Orser Capital Management
Texas
$224K
Jones Financial Companies
2027
Jones Financial Companies
Missouri
$224K +$228K +5,208 New
FSCM
2028
Front Street Capital Management
Montana
$223K +$6.99K +160 +3%
ANB
2029
Amarillo National Bank
Texas
$221K +$2.27K +52 +1%
PFG
2030
Piershale Financial Group
Illinois
$221K +$224K +5,127 New
PFA
2031
Pathway Financial Advisors
Vermont
$220K
BIA
2032
Barry Investment Advisors
Massachusetts
$220K +$223K +5,110 New
DE
2033
Day & Ennis
Georgia
$220K +$224K +5,124 New
WA
2034
WESPAC Advisors
California
$218K -$103K -2,358 -32%
NSB
2035
Norway Savings Bank
Maine
$218K -$4.02K -92 -2%
GAB
2036
German American Bancorp
Indiana
$218K +$221K +5,062 New
BWP
2037
Baldwin Wealth Partners
Massachusetts
$217K -$10.1K -232 -4%
JA
2038
JOYN Advisors
Georgia
$217K +$132K +3,011 +148%
GFP
2039
Gryphon Financial Partners
Ohio
$215K -$7.34K -168 -3%
SFG
2040
Sather Financial Group
Texas
$215K
SJL
2041
Shayne & Jacobs LLC
Tennessee
$215K
IC
2042
Inverness Counsel
New York
$214K
GIM
2043
Groesbeck Investment Management
New Jersey
$213K -$5.8M -132,644 -96%
BMCM
2044
Bryn Mawr Capital Management
Pennsylvania
$213K -$1.53K -35 -0.7%
RWM
2045
Ritholtz Wealth Management
New York
$212K -$37.5K -859 -15%
CPH
2046
C Partners Holding
Switzerland
$212K -$18.7K -427 -8%
RBC
2047
Roble Belko & Company
Pennsylvania
$211K -$830 -19 -0.4%
BFG
2048
Barber Financial Group
Kansas
$211K +$4.76K +109 +2%
BOS
2049
Bank of Stockton
California
$210K
QCIG
2050
Quad-Cities Investment Group
Iowa
$210K +$5.94K +136 +3%