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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
1201
Peoples Financial Services Corp
Pennsylvania
$612K – – –
CWS
1202
Cypress Wealth Services
California
$610K -$3.38K -4 -0.6%
GWM
1203
Geneos Wealth Management
Colorado
$608K -$376K -445 -40%
JPG
1204
Jordan Park Group
California
$607K +$213K +252 +57%
FFA
1205
Founders Financial Alliance
North Carolina
$606K +$26.2K +31 +5%
CSPIA
1206
Cary Street Partners Investment Advisory
Virginia
$605K +$22.8K +27 +4%
RW
1207
Rede Wealth
Virginia
$603K -$55.7K -66 -9%
SG
1208
StoneX Group
New York
$602K +$26.2K +31 +5%
CT
1209
Chicago Trust
Illinois
$602K +$250K +296 +76%
PA
1210
Procyon Advisors
Connecticut
$600K +$27K +32 +5%
CW
1211
CreativeOne Wealth
Kansas
$600K +$189K +224 +49%
CA
1212
CGN Advisors
Kansas
$597K +$3.38K +4 +0.6%
GAM
1213
Gemmer Asset Management
California
$592K +$5.07K +6 +0.9%
NHC
1214
Nicholas Hoffman & Company
Georgia
$587K +$99.7K +118 +21%
HIC
1215
Holderness Investments Company
North Carolina
$586K – – –
AWE
1216
Avidian Wealth Enterprises
Texas
$581K -$30.4K -36 -5%
SFO
1217
Standard Family Office
South Dakota
$581K – – –
EFS
1218
Essex Financial Services
Connecticut
$579K – – –
LWM
1219
Laidlaw Wealth Management
New York
$574K +$4.22K +5 +0.8%
WKWM
1220
Walter & Keenan Wealth Management
Indiana
$571K -$76K -90 -12%
AWM
1221
Aberdeen Wealth Management
Illinois
$570K – – –
GC
1222
GFG Capital
Florida
$570K – – –
BFG
1223
Beacon Financial Group
Texas
$569K +$9.29K +11 +2%
FMTC
1224
Farmers & Merchants Trust Company
California
$569K +$549K +650 New
IWC
1225
Integrated Wealth Concepts
Massachusetts
$567K -$25.3K -30 -4%
47 48
49
50 51