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Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
2026
Focus Financial Network
Minnesota
$217K +$5.79K +79 +3%
KC
2027
Knuff & Co
California
$216K – – –
I
2028
InvesTrust
Oklahoma
$216K +$220K +3,000 New
SGCM
2029
Sanchez Gaunt Capital Management
Nevada
$216K +$6.45K +88 +3%
MCM
2030
Moore Capital Management
New York
$215K -$1.27M -17,260 -85%
SWGC
2031
Summit Wealth Group (Colorado)
Colorado
$215K +$219K +2,982 New
CSA
2032
Cornerstone Select Advisors
Missouri
$215K +$218K +2,978 New
TFGT
2033
TS Financial Group (TSFG)
Illinois
$214K -$43K -587 -17%
NFC
2034
Northstar Financial Companies
Pennsylvania
$214K +$217K +2,965 New
RWA
2035
Rooted Wealth Advisors
Illinois
$213K +$217K +2,958 New
AA
2036
Armis Advisers
Georgia
$213K -$59.5K -811 -22%
PPC
2037
Park Place Capital
Alabama
$213K -$34.2K -467 -14%
1SB
2038
1ST Source Bank
Indiana
$213K +$216K +2,946 New
PA
2039
PFW Advisors
Georgia
$212K -$26.8K -365 -11%
WB
2040
West Bancorporation
Iowa
$212K -$22.4K -305 -9%
FHC
2041
First Horizon Corporation
Tennessee
$212K -$23.1K -315 -10%
FWM
2042
Focused Wealth Management
New York
$212K +$215K +2,932 New
RWP
2043
Revolve Wealth Partners
New Jersey
$211K -$370K -5,046 -63%
FMN
2044
Financial Management Network
California
$211K -$367 -5 -0.2%
FBFS
2045
First Business Financial Services
Wisconsin
$211K +$214K +2,922 New
M
2046
MATAURO
New York
$210K -$6.53K -89 -3%
SWM
2047
SilverOak Wealth Management
Minnesota
$210K +$213K +2,908 New
SCM
2048
Stonehearth Capital Management
Massachusetts
$210K -$9.39K -128 -4%
IA
2049
Intellus Advisors
Florida
$209K +$213K +2,900 New
PA
2050
Perennial Advisors
New York
$209K +$213K +2,900 New
80 81
82
83 84