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Name Holding Trade Value Shares
Change
Change in
Stake
HIS
2026
Horizon Investment Services
Indiana
$361K -$3.74M -76,069 -92%
UTC
2027
Unified Trust Company
Kentucky
$361K +$124K +2,522 +56%
LBD
2028
Landsberg Bennett & Dubbaneh
Florida
$360K +$1.23K +25 +0.4%
IWS
2029
Insight Wealth Strategies
California
$360K +$122K +2,479 +55%
BAM
2030
Bruderman Asset Management
New York
$358K +$836 +17 +0.3%
SWM
2031
Segment Wealth Management
Texas
$357K +$5.95K +121 +2%
CCA
2032
Conestoga Capital Advisors
Pennsylvania
$356K – – –
GC
2033
Gilbert & Cook
Iowa
$356K +$9.83K +200 +3%
FI
2034
Fosun International
China
$355K – – –
PWM
2035
Paulson Wealth Management
Illinois
$355K +$4.67K +95 +1%
FWM
2036
Fairhaven Wealth Management
Illinois
$354K – – –
NCM
2037
Noesis Capital Mangement
Florida
$353K -$9.83K -200 -3%
BHC
2038
Bowen Hanes & Co
Florida
$350K – – –
CAL
2039
Capital Analysts LLC
Pennsylvania
$350K +$60.2K +1,225 +22%
ZCM
2040
Zebra Capital Management
Connecticut
$347K -$754K -15,337 -69%
BMM
2041
Buffington Mohr McNeal
Idaho
$347K -$52.4K -1,065 -14%
VAS
2042
Valicenti Advisory Services
New York
$347K +$49 +1 +0%
BCMO
2043
Buckingham Capital Management (Ohio)
Ohio
$346K -$1.75M -35,628 -84%
BWP
2044
BSW Wealth Partners
Colorado
$346K +$5.8K +118 +2%
QT
2045
Quantamental Technologies
New York
$346K +$330K +6,719 New
ML
2046
McAdam LLC
Pennsylvania
$345K -$4.23K -86 -1%
ACS
2047
Archford Capital Strategies
Illinois
$344K -$422K -8,573 -56%
RCA
2048
Ranch Capital Advisors
Florida
$343K +$327K +6,659 New
PMG
2049
ProVise Management Group
Florida
$342K -$440K -8,946 -57%
FBC
2050
Fairfield, Bush & Co
Connecticut
$342K – – –