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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1176
Greykasell Wealth Strategies
California
$851K +$842K +830 New
FBFS
1177
First Business Financial Services
Wisconsin
$851K
GW
1178
Griffith & Werner
Georgia
$850K +$841K +829 New
NRS
1179
Neville Rodie & Shaw
New York
$844K +$310K +305 +59%
NP
1180
Ninepoint Partners
Ontario, Canada
$844K
FAM
1181
Formidable Asset Management
Ohio
$843K -$20.3K -20 -2%
DS
1182
DRW Securities
Illinois
$842K +$272K +268 +48%
AWM
1183
Angeles Wealth Management
California
$841K +$832K +820 New
OTPPB
1184
Ontario Teachers' Pension Plan Board
Ontario, Canada
$840K -$337K -332 -29%
CWM
1185
Congress Wealth Management
Massachusetts
$837K +$216K +213 +35%
AC
1186
Avestar Capital
New York
$833K -$63.9K -63 -7%
NFA
1187
Northern Financial Advisors
Michigan
$832K +$824K +812 New
SW
1188
SteelPeak Wealth
California
$830K +$372K +367 +83%
KA
1189
Kovack Advisors
Florida
$828K +$441K +435 +117%
SS
1190
Sunbelt Securities
Texas
$827K -$30.4K -30 -4%
AAM
1191
Aureus Asset Management
Massachusetts
$826K -$21.3K -21 -3%
AFM
1192
Aspetuck Financial Management
Connecticut
$824K +$816K +804 New
FWP
1193
FAS Wealth Partners
Kansas
$823K +$2.03K +2 +0.2%
PP
1194
PDS Planning
Ohio
$823K +$31.5K +31 +4%
RMP
1195
Richards, Merrill & Peterson
Washington
$822K +$813K +801 New
GPWM
1196
Grant Private Wealth Management
California
$820K +$812K +800 New
EFL
1197
ERn Financial LLC
Wisconsin
$818K +$33.5K +33 +4%
EFS
1198
Essex Financial Services
Connecticut
$818K +$810K +798 New
BB
1199
Burford Brothers
Texas
$816K -$5.08K -5 -0.6%
AWE
1200
Avidian Wealth Enterprises
Texas
$815K -$272K -268 -25%