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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1201
Zhang Financial
Michigan
$736K +$137K +171 +24%
PP
1202
Patron Partners
Texas
$736K -$48.2K -60 -6%
AC
1203
ASB Consultores
Florida
$734K +$708K +881 New
CAC
1204
Core Alternative Capital
Georgia
$734K -$81.9K -102 -10%
PCS
1205
Personal CFO Solutions
New Jersey
$732K +$13.7K +17 +2%
GWANC
1206
Guardian Wealth Advisors (North Carolina)
North Carolina
$724K +$11.2K +14 +2%
IAIM
1207
International Assets Investment Management
Florida
$722K +$66.7K +83 +10%
GC
1208
Grimes & Company
Massachusetts
$721K +$1.61K +2 +0.2%
PPWM
1209
Paragon Private Wealth Management
Kentucky
$721K +$72.3K +90 +12%
AFG
1210
ABLE Financial Group
Arizona
$721K -$13.7K -17 -2%
AAM
1211
Aureus Asset Management
Massachusetts
$718K +$21.7K +27 +3%
HPM
1212
Hoxton Planning & Management
West Virginia
$716K +$15.3K +19 +2%
FIA
1213
Foundations Investment Advisors
Arizona
$711K -$68.3K -85 -9%
TPW
1214
Transatlantique Private Wealth
New York
$709K +$7.23K +9 +1%
SS
1215
Sunbelt Securities
Texas
$708K +$141K +175 +26%
CL
1216
Choreo LLC
Illinois
$705K -$803 -1 -0.1%
CA
1217
Crumly & Associates
Illinois
$704K -$2.41K -3 -0.4%
AWE
1218
Avidian Wealth Enterprises
Texas
$702K +$39.4K +49 +6%
JWBC
1219
J.W. Burns & Co
New York
$700K -$16.1K -20 -2%
CQS
1220
Credential Qtrade Securities
$699K +$6.43K +8 +1%
RGC
1221
Roberts, Glore & Co
Illinois
$694K -$1.61K -2 -0.2%
FBFS
1222
First Business Financial Services
Wisconsin
$692K – – –
FDCP
1223
Foster Dykema Cabot & Partners
Massachusetts
$692K +$150K +187 +29%
NFA
1224
Northern Financial Advisors
Michigan
$690K -$4.82K -6 -0.7%
WWM
1225
Waterway Wealth Management
Texas
$689K +$127K +158 +24%
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