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Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
2026
Enterprise Financial Services Corp (EFSC)
Missouri
$557K +$226K +10,900 +68%
AFM
2027
Andesa Financial Management
Pennsylvania
$556K +$18.7K +900 +3%
SMF
2028
Sterling Manor Financial
New York
$556K +$557K +26,830 New
RCG
2029
Rock Creek Group
District of Columbia
$555K -$234K -11,270 -30%
SRSA
2030
S.R. Schill & Associates
Washington
$550K -$249K -12,000 -31%
CG
2031
Corundum Group
Colorado
$550K +$9.34K +450 +2%
CRCM
2032
Corbett Road Capital Management
Virginia
$545K +$42.2K +2,030 +8%
NIC
2033
Northwest Investment Counselors
Oregon
$543K +$415 +20 +0.1%
ESBC
2034
E.S. Barr & Co
Kentucky
$543K +$72.5K +3,490 +15%
CAWM
2035
Capital Advisors Wealth Management
Washington
$542K +$31.1K +1,500 +6%
KFA
2036
Kelleher Financial Advisors
New York
$541K +$311K +14,990 +134%
RW
2037
Rede Wealth
Virginia
$540K +$37K +1,780 +7%
KL
2038
KWMG LLC
Kansas
$538K -$7.68K -370 -1%
AWA
2039
Aaron Wealth Advisors
Illinois
$537K +$44.2K +2,130 +9%
RBCM
2040
Raub Brock Capital Management
California
$536K +$7.47K +360 +1%
CCT
2041
Country Club Trust
Missouri
$536K +$543K +26,130 New
FCCM
2042
First City Capital Management
Georgia
$535K -$1.61M -77,520 -75%
SRC
2043
Sage Rhino Capital
California
$535K -$61.3K -2,950 -10%
OWM
2044
Opes Wealth Management
California
$535K +$3.12K +150 +0.6%
VC
2045
Veracity Capital
Georgia
$535K +$32.8K +1,580 +7%
SCS
2046
Syquant Capital SAS
France
$534K -$37.4K -1,800 -7%
AWM
2047
Accel Wealth Management
Iowa
$534K +$22.2K +1,070 +4%
SIM
2048
Stratos Investment Management
Ohio
$532K +$533K +25,660 New
WA
2049
Wealth Architects
California
$531K +$43.4K +2,090 +9%
MAWCM
2050
Mine & Arao Wealth Creation & Management
California
$528K -$322K -15,500 -38%
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