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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
1226
AMJ Financial Wealth Management
Virginia
$437K +$402K +606 New
HS
1227
Haafor (Singapore)
Singapore
$436K -$11.9K -18 -3%
KWMG
1228
King Wealth Management Group
Florida
$434K – – –
IC
1229
Intersect Capital
California
$431K +$57K +86 +17%
BA
1230
Bellwether Advisors
Nebraska
$431K +$397K +598 New
Focus Financial Network
1231
Focus Financial Network
Minnesota
$431K -$7.29K -11 -2%
OIA
1232
Optimum Investment Advisors
Illinois
$429K – – –
CFG
1233
Cooper Financial Group
California
$429K +$92.2K +139 +31%
MTC
1234
McDaniel Terry & Co
Texas
$426K – – –
LC
1235
Lindbrook Capital
California
$426K +$1.33K +2 +0.3%
Balentine LLC
1236
Balentine LLC
Georgia
$425K +$18.6K +28 +5%
KA
1237
Kozak & Associates
Colorado
$425K +$388K +585 New
BRWM
1238
B. Riley Wealth Management
Tennessee
$422K -$315K -475 -45%
TPWA
1239
TRUE Private Wealth Advisors
Oregon
$422K -$39.8K -60 -9%
SAM
1240
Seelaus Asset Management
New Jersey
$422K +$17.9K +27 +5%
MFS
1241
Mirabella Financial Services
United Kingdom
$421K -$17.9K -27 -4%
FDCC
1242
Foster Dykema Cabot & Co
Massachusetts
$421K +$20.6K +31 +6%
PAMG
1243
Patton Albertson Miller Group
Tennessee
$418K – – –
SG
1244
StoneX Group
New York
$415K -$1.33K -2 -0.3%
TWM
1245
TMD Wealth Management
Arizona
$413K +$379K +572 New
AW
1246
ACG Wealth
Georgia
$412K -$17.2K -26 -4%
Modera Wealth Management
1247
Modera Wealth Management
New Jersey
$402K +$9.95K +15 +3%
TCPWM
1248
Traverso Chambers Private Wealth Management
California
$401K +$3.32K +5 +0.9%
Clifford Swan Investment Counsel
1249
Clifford Swan Investment Counsel
California
$400K – – –
LWM
1250
Laidlaw Wealth Management
New York
$398K +$21.9K +33 +6%