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Name Holding Trade Value Shares
Change
Change in
Stake
HIS
2026
Horizon Investment Services
Indiana
$381K +$353K +13,315 New
LFA
2027
Landmark Financial Advisors
Kentucky
$380K – – –
CG
2028
Cynosure Group
Utah
$379K -$124K -4,697 -26%
LC
2029
Landaas & Company
Wisconsin
$379K – – –
SRC
2030
Sage Rhino Capital
California
$379K +$19.9K +753 +6%
EC
2031
EJF Capital
Virginia
$378K -$526K -19,860 -60%
AFS
2032
Access Financial Services
Minnesota
$378K -$1.54K -58 -0.4%
LFM
2033
Lumina Fund Management
New York
$378K – – –
RGIA
2034
Rainier Group Investment Advisory
Washington
$377K +$17.4K +656 +5%
RP
2035
Rice Partnership
Hawaii
$375K +$14.1K +534 +4%
NFP
2036
Narus Financial Partners
Utah
$375K +$23.7K +894 +7%
GWM
2037
GSB Wealth Management
Connecticut
$373K – – –
FPGK
2038
Financial Partners Group (Kansas)
Kansas
$372K +$3.39K +128 +1%
AIM
2039
Advantage Investment Management
Iowa
$370K -$81K -3,059 -19%
CNB
2040
Camden National Bank
Maine
$369K -$7.7M -290,715 -96%
IAA
2041
Ironsides Asset Advisors
North Carolina
$369K – – –
AWM
2042
Avior Wealth Management
Nebraska
$369K +$20.7K +781 +6%
DCM
2043
Dimension Capital Management
Florida
$368K -$57.6K -2,176 -14%
MF
2044
Manchester Financial
California
$366K -$1.11K -42 -0.3%
WDL
2045
Well Done LLC
Michigan
$366K – – –
PMG
2046
Private Management Group
California
$366K +$47.6K +1,798 +16%
CFN
2047
Cordasco Financial Network
Florida
$364K -$16.1K -609 -5%
FMB
2048
Field & Main Bank
Kentucky
$363K -$28.1K -1,059 -8%
GWS
2049
Glassman Wealth Services
Virginia
$363K +$17.9K +676 +6%
F
2050
F3Logic
Minnesota
$362K -$42.8K -1,616 -11%