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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1951
TriaGen Wealth Management
California
$606K -$1.07M -3,409 -61%
GC
1952
GatePass Capital
Ohio
$605K +$78.6K +250 +13%
CAC
1953
Core Alternative Capital
Georgia
$603K +$81.7K +260 +14%
HPBT
1954
Hickory Point Bank & Trust
Illinois
$601K -$39.3K -125 -6%
PAG
1955
Poinciana Advisors Group
Florida
$601K – – –
IWP
1956
Invenio Wealth Partners
Florida
$599K -$36.5K -116 -5%
SFG
1957
Southern Financial Group
Alabama
$598K -$9.11K -29 -1%
WLG
1958
Williamson Legacy Group
Indiana
$598K -$1.28M -4,060 -66%
BWA
1959
BCU Wealth Advisors
Illinois
$597K +$629 +2 +0.1%
WCP
1960
Wick Capital Partners
Pennsylvania
$597K +$21.7K +69 +3%
SI
1961
Severin Investments
Missouri
$595K -$219K -696 -25%
MSWMA
1962
Market Street Wealth Management Advisors
Indiana
$594K +$19.8K +63 +3%
ONSWM
1963
Old North State Wealth Management
North Carolina
$594K +$16.7K +53 +3%
CSB
1964
City State Bank
Iowa
$594K +$629 +2 +0.1%
TIM
1965
Tevis Investment Management
Texas
$593K – – –
EWA
1966
Eagle Wealth Advisors
Connecticut
$593K -$347K -1,104 -35%
CWA
1967
Capital Wealth Alliance
Arizona
$592K +$656K +2,087 New
AAM
1968
Auxier Asset Management
Oregon
$592K +$10.4K +33 +2%
AA
1969
Alesco Advisors
New York
$591K +$177K +562 +37%
CFA
1970
Capstone Financial Advisors
Illinois
$591K – – –
DOA
1971
D'Orazio & Associates
Virginia
$589K +$5.03K +16 +0.8%
PAM
1972
Peak Asset Management
Colorado
$588K -$4.4K -14 -0.7%
SP
1973
Stonebrook Private
Michigan
$588K +$17.9K +57 +3%
EL
1974
EWA LLC
Pennsylvania
$587K +$126K +400 +24%
CWP
1975
Core Wealth Partners
California
$587K +$314 +1 +0%
77 78
79
80 81