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