Essential Investment Partners LLC’s Standard Lithium SLI Stock Holding History

Essential Investment Partners LLC’s Portfolio SLI Stock Details SLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40K	Hold	14,550	–	–	0.03%	161
2026 Q1	$49.6K	Hold	14,550	–	–	0.05%	146
2025 Q4	$65K	Buy	+14,550	New	+$61.6K	0.06%	122

Other funds holding SLI

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Scott & Selber Inc Houston, Texas $474M AUM 72.6% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return