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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1701
CRA Financial Services
New Jersey
$719K +$88.8K +325 +16%
CFO
1702
CVA Family Office
Colorado
$719K +$2.46K +9 +0.4%
WFA
1703
WJ Financial Advisors
Connecticut
$719K +$653K +2,390 New
SCA
1704
STALEY CAPITAL ADVISERS
Pennsylvania
$718K – – –
RIA
1705
Realta Investment Advisors
Delaware
$718K +$133K +486 +26%
CC
1706
Cultivar Capital
Texas
$718K – – –
SIS
1707
Sound Income Strategies
Florida
$717K +$655K +2,397 New
KFS
1708
Kaizen Financial Strategies
California
$717K -$48.7K -178 -7%
RCWM
1709
Royal Capital Wealth Management
Indiana
$716K +$547 +2 +0.1%
TCWM
1710
Total Clarity Wealth Management
Illinois
$714K -$10.1K -37 -2%
NSG
1711
Nalls Sherbakoff Group
Tennessee
$714K +$13.7K +50 +2%
CFP
1712
Curran Financial Partners
South Carolina
$713K +$41.5K +152 +7%
BRM
1713
Boston Research & Management
Massachusetts
$713K – – –
UBV
1714
United Bank (Virginia)
Virginia
$713K – – –
SCM
1715
SCS Capital Management
Massachusetts
$712K +$11.8K +43 +2%
AMIM
1716
Aull & Monroe Investment Management
Alabama
$710K – – –
SL
1717
Salomon & Ludwin
Virginia
$709K +$269K +984 +70%
LI
1718
LRI Investments
Florida
$709K +$88.6K +324 +16%
TBT
1719
Texas Bank & Trust
Texas
$709K +$12.8K +47 +2%
KCFA
1720
Key Client Fiduciary Advisors
New Jersey
$706K -$11.8K -43 -2%
1IA
1721
1834 Investment Advisors
Wisconsin
$703K – – –
SIA
1722
SeaBridge Investment Advisors
New Jersey
$703K – – –
CVA
1723
Central Valley Advisors
California
$702K +$226K +825 +55%
GFA
1724
Gallagher Fiduciary Advisors
Illinois
$701K +$13.9K +51 +2%
BWM
1725
BCS Wealth Management
Tennessee
$701K -$187K -683 -23%
67 68
69
70 71