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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
Integrated Wealth Concepts
1076
Integrated Wealth Concepts
Massachusetts
$819K -$1.08M -1,251 -59%
QPBE
1077
Quintet Private Bank (Europe)
Luxembourg
$815K -$426K -492 -36%
GWANC
1078
Guardian Wealth Advisors (North Carolina)
North Carolina
$815K -$7.79K -9 -1%
CFP
1079
Catalyst Financial Partners
Massachusetts
$808K -$33.8K -39 -4%
CAC
1080
Core Alternative Capital
Georgia
$806K -$16.4K -19 -2%
AFG
1081
ABLE Financial Group
Arizona
$804K -$18.2K -21 -2%
MSWM
1082
McGlone Suttner Wealth Management
Wisconsin
$804K +$71K +82 +11%
Phoenix Financial
1083
Phoenix Financial
Israel
$803K +$730K +844 New
FAM
1084
Formidable Asset Management
Ohio
$799K +$14.7K +17 +2%
FFO
1085
Fortitude Family Office
Arizona
$799K +$22.5K +26 +3%
JWBC
1086
J.W. Burns & Co
New York
$798K – – –
RWM
1087
Rockline Wealth Management
New York
$796K – – –
SS
1088
Sunbelt Securities
Texas
$793K +$2.6K +3 +0.4%
IAIM
1089
International Assets Investment Management
Florida
$793K +$66.6K +77 +10%
PP
1090
Patron Partners
Texas
$791K -$68.4K -79 -9%
FBFS
1091
First Business Financial Services
Wisconsin
$788K -$5.19K -6 -0.7%
CA
1092
Crumly & Associates
Illinois
$787K -$15.6K -18 -2%
AAM
1093
Aureus Asset Management
Massachusetts
$785K -$104K -120 -13%
NP
1094
Ninepoint Partners
Ontario, Canada
$781K -$74.4K -86 -9%
SIA
1095
Schear Investment Advisers
Ohio
$780K +$88.3K +102 +14%
GLA
1096
Good Life Advisors
Pennsylvania
$775K +$235K +272 +50%
AWA
1097
Aaron Wealth Advisors
Illinois
$775K +$60.6K +70 +9%
C
1098
Certuity
Florida
$771K +$147K +170 +26%
Focus Partners Advisor Solutions
1099
Focus Partners Advisor Solutions
Missouri
$769K -$256K -296 -27%
SMA
1100
Sage Mountain Advisors
Georgia
$767K +$207K +239 +42%