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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2026
Centerpoint Advisors
Massachusetts
$275K
WCM
2027
Winebrenner Capital Management
Kentucky
$275K
SGCA
2028
Steel Grove Capital Advisors
Tennessee
$275K +$255K +710 New
GPI
2029
General Partner Inc
Pennsylvania
$274K
TPWA
2030
Twin Peaks Wealth Advisors
California
$273K +$4.66K +13 +2%
TCM
2031
Triumph Capital Management
Colorado
$273K +$50.9K +142 +23%
ACM
2032
Argent Capital Management
Missouri
$272K
BFIC
2033
Bedell Frazier Investment Counselling
California
$271K -$34.8K -97 -11%
OFO
2034
OneAscent Family Office
Alabama
$271K +$7.17K +20 +3%
BFG
2035
Beacon Financial Group
Texas
$271K +$26.2K +73 +10%
TWD
2036
True Wealth Design
Ohio
$271K +$239K +665 +652%
OAM
2037
Occidental Asset Management
California
$270K +$37K +103 +16%
EFSCE
2038
Enterprise Financial Services Corp (EFSC)
Missouri
$270K -$20.1K -56 -7%
PPC
2039
Park Place Capital
Alabama
$269K -$2.15K -6 -0.8%
MA
2040
MONECO Advisors
Connecticut
$268K +$23.3K +65 +9%
AFA
2041
Allium Financial Advisors
Oregon
$268K -$23.3K -65 -8%
CA
2042
Cornerstone Advisory
Maryland
$268K +$50.9K +142 +23%
ACS
2043
Archford Capital Strategies
Illinois
$267K -$102K -284 -27%
WCWM
2044
Willow Creek Wealth Management
California
$267K -$359 -1 -0.1%
GHAM
2045
Gilman Hill Asset Management
Connecticut
$266K
WAG
2046
Winthrop Advisory Group
Massachusetts
$266K -$54.5K -152 -17%
PAG
2047
Powers Advisory Group
Illinois
$265K +$4.3K +12 +2%
TC
2048
TFR Capital
Texas
$264K -$8.97K -25 -3%
AWM
2049
Avaii Wealth Management
Wisconsin
$262K +$1.08K +3 +0.4%
FWP
2050
Family Wealth Partners
North Carolina
$262K +$266K +742 New