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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1226
Strategic Wealth Partners
Ohio
$215K +$200K +396 New
TI
1227
Tidal Investments
Wisconsin
$215K +$200K +396 New
BRWM
1228
B. Riley Wealth Management
Tennessee
$211K -$160K -317 -45%
MNBTD
1229
Moody National Bank Trust Division
Texas
$210K +$195K +386 New
JIC
1230
Joel Isaacson & Co
New York
$209K +$194K +385 New
RPWA
1231
Regent Peak Wealth Advisors
Georgia
$209K +$194K +385 New
HCM
1232
Hall Capital Management
Rhode Island
$208K +$193K +382 New
BFO
1233
Biltmore Family Office
North Carolina
$207K +$192K +380 New
APW
1234
Acima Private Wealth
Virginia
$206K – – –
BCM
1235
BTR Capital Management
California
$206K +$191K +378 New
BWP
1236
Bernardo Wealth Planning
Pennsylvania
$206K +$191K +379 New
IWC
1237
Integrated Wealth Concepts
Massachusetts
$205K +$191K +378 New
KFP
1238
Keystone Financial Planning
Ohio
$203K +$189K +374 New
FSC
1239
Full Sail Capital
Oklahoma
$202K -$193K -382 -52%
JWA
1240
JFS Wealth Advisors
Pennsylvania
$198K – – –
TC
1241
Truvestments Capital
Florida
$196K -$174K -344 -49%
EW
1242
Evoke Wealth
California
$192K -$104K -205 -42%
CFGS
1243
Concourse Financial Group Securities
Alabama
$192K +$31.3K +62 +21%
BAM
1244
Belpointe Asset Management
Nevada
$179K +$40.4K +80 +32%
AWA
1245
Arkadios Wealth Advisors
Georgia
$178K +$58.1K +115 +57%
TH
1246
TCTC Holdings
Texas
$178K -$329K -651 -66%
BAMCO Inc
1247
BAMCO Inc
New York
$178K – – –
WCG
1248
Weaver Consulting Group
California
$175K – – –
BWA
1249
BDO Wealth Advisors
Florida
$173K – – –
LS
1250
Leelyn Smith
Illinois
$168K -$1.33M -2,638 -90%