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Name Holding Trade Value Shares
Change 		Change in
Stake
EPA
2026
Element Pointe Advisors
Florida
$413K – – –
HFM
2027
Hartford Financial Management
Connecticut
$413K – – –
HCP
2028
Hexagon Capital Partners
Arkansas
$413K – – –
AWE
2029
Avidian Wealth Enterprises
Texas
$412K -$6.63K -19 -2%
SCA
2030
Stonebridge Capital Advisors
Minnesota
$411K -$14K -40 -3%
BWM
2031
BCS Wealth Management
Tennessee
$410K – – –
CC
2032
Callan Capital
California
$410K – – –
PAG
2033
Pinnacle Advisory Group
Maryland
$410K +$402K +1,151 New
BPB
2034
Badgley, Phelps & Bell
Washington
$409K -$80.2K -230 -17%
AC
2035
Avestar Capital
New York
$409K +$16.7K +48 +5%
CG
2036
Corundum Group
Colorado
$407K +$24.1K +69 +6%
SVWAG
2037
Sound View Wealth Advisors Group
Georgia
$406K +$29K +83 +8%
FNBOSM
2038
First National Bank of South Miami
Florida
$406K +$75K +215 +23%
RW
2039
Rede Wealth
Virginia
$405K +$18.1K +52 +5%
CCA
2040
Conestoga Capital Advisors
Pennsylvania
$402K – – –
AFP
2041
Ausdal Financial Partners
Iowa
$401K -$46.4K -133 -11%
BOS
2042
Bingham Osborn & Scarborough
California
$401K +$63.9K +183 +19%
WCWM
2043
Willow Creek Wealth Management
California
$400K +$2.79K +8 +0.7%
CCM
2044
Consolidated Capital Management
California
$399K -$517K -1,483 -57%
FSC
2045
Full Sail Capital
Oklahoma
$399K – – –
SC
2046
Solstein Capital
California
$398K – – –
SCM
2047
Southport Capital Management
Tennessee
$397K +$18.5K +53 +5%
ACP
2048
Arcus Capital Partners
Georgia
$396K -$69.8K -200 -15%
HR
2049
Hayden Royal
North Carolina
$394K +$386K +1,106 New
LF
2050
Lantz Financial
Illinois
$393K -$1.05K -3 -0.3%
80 81
82
83 84