Name Holding Trade Value Shares
Change
Change in
Stake
SCP
2026
Sandhill Capital Partners
New York
$267K -$71.8K -211 -22%
ACA
2027
Affinity Capital Advisors
California
$267K +$259K +762 New
EP
2028
Essential Partners
California
$266K -$1.63M -4,798 -86%
LWM
2029
LJI Wealth Management
Indiana
$265K -$48.6K -143 -16%
SHFA
2030
SC&H Financial Advisors
Maryland
$265K +$13.6K +40 +6%
MCWS
2031
McKinley Carter Wealth Services
West Virginia
$264K -$4.74M -13,923 -95%
MWM
2032
Mindset Wealth Management
Indiana
$262K -$45.9K -135 -15%
AA
2033
Acorns Advisers
California
$262K +$26.9K +79 +12%
SPWG
2034
Sage Private Wealth Group
Illinois
$261K +$7.48K +22 +3%
GWANC
2035
Guardian Wealth Advisors (North Carolina)
North Carolina
$261K -$172K -505 -40%
CAI
2036
Capital Advisors Inc
Oklahoma
$261K +$23.8K +70 +10%
ACS
2037
Archford Capital Strategies
Illinois
$261K -$4.42K -13 -2%
BFIC
2038
Bedell Frazier Investment Counselling
California
$260K -$8.5K -25 -3%
AFA
2039
Allium Financial Advisors
Oregon
$260K -$5.1K -15 -2%
AWM
2040
Avaii Wealth Management
Wisconsin
$260K -$340 -1 -0.1%
FA
2041
Fullerton Advisors
California
$260K +$252K +742 New
RYIA
2042
Roehl & Yi Investment Advisors
Oregon
$259K -$40.8K -120 -0.6%
PFM
2043
Potomac Fund Management
Florida
$259K +$53.7K +158 +27%
VCM
2044
Vivaldi Capital Management
Illinois
$258K +$251K +737 New
TPWA
2045
Twin Peaks Wealth Advisors
California
$258K +$65K +191 +25%
MWM
2046
Maridea Wealth Management
New York
$257K +$45.6K +134 +22%
CC
2047
Capital Counsel
New York
$257K – – –
EFSCE
2048
Enterprise Financial Services Corp (EFSC)
Missouri
$257K -$10.5K -31 -4%
PPC
2049
Park Place Capital
Alabama
$256K -$10.5K -31 -4%
AAS
2050
Annex Advisory Services
Wisconsin
$256K -$114K -335 -31%