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Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
1926
Eagle Wealth Strategies
New Jersey
$204K -$69 -2 -0%
NCM
1927
Narwhal Capital Management
Georgia
$204K – – –
PIMG
1928
Patriot Investment Management Group
Tennessee
$203K +$104 +3 +0.1%
FPW
1929
Fairvoy Private Wealth
Alabama
$203K -$59.2K -1,711 -23%
SP
1930
Successful Portfolios
Florida
$203K -$9.62K -278 -5%
WW
1931
Waterfront Wealth
Kansas
$202K -$27.1K -782 -12%
FPW
1932
Flywheel Private Wealth
California
$202K – – –
BWMG
1933
Barnes Wealth Management Group
California
$202K -$8.68K -251 -4%
VP
1934
Verum Partners
North Carolina
$202K +$196K +5,652 New
HP
1935
Holistic Planning
Texas
$202K -$8.47K -245 -4%
LSL
1936
Legacy Solutions LLC
Pennsylvania
$201K +$195K +5,644 New
WR
1937
WD Rutherford
Oregon
$201K -$308K -8,915 -61%
SWP
1938
Semus Wealth Partners
Florida
$201K +$1.73K +50 +0.9%
EPP
1939
ETF Portfolio Partners
Kansas
$201K – – –
RWM
1940
Riverbend Wealth Management
South Carolina
$201K +$194K +5,621 New
RZH
1941
Relyea Zuckerberg Hanson
Connecticut
$201K -$67.5K -1,950 -26%
CHC
1942
City Holding Co
West Virginia
$198K -$59.4K -1,716 -24%
GIM
1943
Generali Investments Management
Slovenia
$196K – – –
EPIM
1944
Evelyn Partners Investment Management
$193K – – –
SWA
1945
Serenus Wealth Advisors
California
$193K – – –
OC
1946
Oakworth Capital
Alabama
$190K – – –
MCM
1947
Manchester Capital Management
Vermont
$188K -$143K -4,124 -44%
PCFFS
1948
Pacific Center for Financial Services
California
$188K -$11K -319 -6%
CAL
1949
Capital Advisors Ltd
Ohio
$185K -$12.4K -359 -6%
CAC
1950
Core Alternative Capital
Georgia
$184K +$12.5K +360 +7%
76 77
78
79 80