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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1226
Joel Isaacson & Co
New York
$209K +$194K +385 New
RPWA
1227
Regent Peak Wealth Advisors
Georgia
$209K +$194K +385 New
HCM
1228
Hall Capital Management
Rhode Island
$208K +$193K +382 New
BFO
1229
Biltmore Family Office
North Carolina
$207K +$192K +380 New
APW
1230
Acima Private Wealth
Virginia
$206K
BCM
1231
BTR Capital Management
California
$206K +$191K +378 New
BWP
1232
Bernardo Wealth Planning
Pennsylvania
$206K +$191K +379 New
IWC
1233
Integrated Wealth Concepts
Massachusetts
$205K +$191K +378 New
KFP
1234
Keystone Financial Planning
Ohio
$203K +$189K +374 New
FSC
1235
Full Sail Capital
Oklahoma
$202K -$193K -382 -52%
JWA
1236
JFS Wealth Advisors
Pennsylvania
$198K
TC
1237
Truvestments Capital
Florida
$196K -$174K -344 -49%
EW
1238
Evoke Wealth
California
$192K -$104K -205 -42%
CFGS
1239
Concourse Financial Group Securities
Alabama
$192K +$31.3K +62 +21%
BAM
1240
Belpointe Asset Management
Nevada
$179K +$40.4K +80 +32%
AWA
1241
Arkadios Wealth Advisors
Georgia
$178K +$58.1K +115 +57%
TH
1242
TCTC Holdings
Texas
$178K -$329K -651 -66%
BAMCO Inc
1243
BAMCO Inc
New York
$178K
WCG
1244
Weaver Consulting Group
California
$175K
BWA
1245
BDO Wealth Advisors
Florida
$173K
LS
1246
Leelyn Smith
Illinois
$168K -$1.33M -2,638 -90%
PFGIA
1247
Patriot Financial Group Insurance Agency
Massachusetts
$161K +$12.6K +25 +9%
JCM
1248
Jacobi Capital Management
Pennsylvania
$158K
DWA
1249
Dougherty Wealth Advisers
Minnesota
$152K
HIIFS
1250
Harel Insurance Investments & Financial Services
Israel
$151K