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Name Holding Trade Value Shares
Change 		Change in
Stake
RCWM
3051
Royal Capital Wealth Management
Indiana
$5.14M – – –
KFS
3052
Kaizen Financial Strategies
California
$5.13M +$374K +1,634 +8%
IFS
3053
Integrated Financial Solutions
Virginia
$5.13M +$757K +3,310 +18%
FP
3054
Financial Perspectives
Minnesota
$5.12M -$686 -3 -0%
FWA
3055
Fulcrum Wealth Advisors
Washington
$5.12M +$5.07M +22,178 New
ACM
3056
Alessandra Capital Management
California
$5.12M +$5.07M +22,177 New
RDFA
3057
Ritter Daniher Financial Advisory
Ohio
$5.12M -$6.63K -29 -0.1%
PWA
3058
Primoris Wealth Advisors
Florida
$5.1M +$54.2K +237 +1%
GCM
3059
Gables Capital Management
Florida
$5.1M -$178K -780 -3%
BWM
3060
Bosman Wealth Management
California
$5.08M -$61.1K -267 -1%
GCIA
3061
Gabelli & Co Investment Advisers
New York
$5.08M – – –
ECA
3062
Elevate Capital Advisors
Colorado
$5.07M +$1.31M +5,732 +35%
ECM
3063
Elgethun Capital Management
South Dakota
$5.07M -$124K -543 -2%
NRI
3064
NFP Retirement Inc
California
$5.06M +$68.2K +298 +1%
LOIM
3065
Liberty One Investment Management
Illinois
$5.06M -$3.5M -15,315 -41%
OFA
3066
Oak Family Advisors
Illinois
$5.06M -$791K -3,459 -14%
UIA
3067
Ulland Investment Advisors
Minnesota
$5.05M -$311K -1,360 -6%
AA
3068
Ahara Advisors
New Jersey
$5.04M +$5M +21,837 New
EAM
3069
Empirical Asset Management
Massachusetts
$5.03M -$38.7K -169 -0.4%
CG
3070
Clarus Group
Texas
$5.02M -$186K -813 -4%
KWM
3071
Kassira Wealth Management
Tennessee
$5.01M -$65.7K -287 -1%
AF
3072
Aldebaran Financial
$5.01M +$4.93M +21,551 New
MFS
3073
Mirabella Financial Services
United Kingdom
$5.01M -$16.9M -74,020 -77%
LAIC
3074
Lederer & Associates Investment Counsel
California
$5.01M -$411K -1,798 -8%
CIA
3075
Cape Investment Advisory
Georgia
$5M +$1.53M +6,705 +45%
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