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Name Holding Trade Value Shares
Change
Change in
Stake
SB
2026
Strategic Blueprint
Georgia
$3.12M -$1.74M -41,036 -38%
BEC
2027
Blue Edge Capital
Virginia
$3.12M -$588K -13,868 -17%
SCG
2028
Sonata Capital Group
Washington
$3.1M -$84.5K -1,992 -3%
ECA
2029
Elevated Capital Advisors
Utah
$3.1M +$1.85M +43,612 New
CC
2030
Cypress Capital
Tennessee
$3.06M -$149K -3,516 -5%
HIM
2031
Herald Investment Management
United Kingdom
$3.06M
HFA
2032
Huber Financial Advisors
Illinois
$3.06M +$36.8K +868 +1%
MPW
2033
MA Private Wealth
California
$3.05M -$15.1K -356 -0.6%
WWM
2034
Windsor Wealth Management
Indiana
$3.05M +$232K +5,480 +9%
HAI
2035
Hennessy Advisors Inc
California
$3.03M -$196K -4,624 -7%
CCWA
2036
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.03M -$313K -7,372 -10%
SCA
2037
Strategic Capital Advisers
Colorado
$3.02M +$66.3K +1,564 +3%
ST
2038
Sabal Trust
Florida
$3.02M -$17.6M -413,892 -87%
AHB
2039
Abner Herrman & Brock
New Jersey
$3.01M -$27.7K -652 -1%
WGA
2040
Weather Gauge Advisory
Virginia
$3.01M -$14.9K -352 -0.6%
SCI
2041
Stableford Capital II
Arizona
$3M +$547K +12,904 +26%
GC
2042
Gratus Capital
Georgia
$2.99M -$9.3M -219,152 -78%
ACA
2043
Aptus Capital Advisors
Alabama
$2.98M +$2.66M +62,796 New
PFA
2044
Pinnacle Family Advisors
Missouri
$2.97M -$140K -3,300 -5%
UBG
2045
United Bank (Georgia)
Georgia
$2.97M +$166K +3,908 +7%
FPFS
2046
First Personal Financial Services
North Carolina
$2.96M -$37.2K -876 -1%
ACA
2047
Atlas Capital Advisors
Wyoming
$2.96M -$688K -16,216 -21%
DSI
2048
Daiwa SB Investments
Japan
$2.96M -$351K -8,280 -12%
HCM
2049
Hall Capital Management
Rhode Island
$2.96M +$153K +3,600 +6%
PCC
2050
Park Circle Company
Maryland
$2.94M -$848K -20,000 -24%