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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1301
Seed Wealth Management
Illinois
$431K – – –
IIA
1302
ICW Investment Advisors
Arizona
$431K +$35.5K +41 +10%
SWM
1303
Silverlake Wealth Management
Vermont
$430K -$1.73K -2 -0.4%
Krane Funds Advisors
1304
Krane Funds Advisors
New York
$429K – – –
BLC
1305
Brown, Lisle/Cummings
Rhode Island
$428K -$13K -15 -3%
BWAM
1306
Boyd Watterson Asset Management
Ohio
$427K -$2.6K -3 -0.7%
AHB
1307
Abner Herrman & Brock
New Jersey
$426K – – –
LPAM
1308
Lodestar Private Asset Management
California
$423K -$38.9K -45 -9%
SteelPeak Wealth
1309
SteelPeak Wealth
California
$421K +$26K +30 +7%
SIA
1310
Soltis Investment Advisors
Utah
$420K +$153K +177 +67%
HAS
1311
HBW Advisory Services
California
$420K -$6.06K -7 -2%
PWA
1312
Phoenix Wealth Advisors
North Carolina
$420K -$8.65K -10 -2%
SA
1313
Sage Advisors
Colorado
$419K +$1.73K +2 +0.5%
ECM
1314
EagleClaw Capital Management
Massachusetts
$418K – – –
Arax Advisory Partners
1315
Arax Advisory Partners
Colorado
$416K +$1.73K +2 +0.5%
GA
1316
Geller Advisors
New York
$416K -$124K -143 -25%
EWA
1317
ERTS Wealth Advisors
Michigan
$414K -$30.3K -35 -7%
LIM
1318
Leavell Investment Management
Alabama
$409K -$8.65K -10 -2%
G
1319
GenTrust
Florida
$408K +$372K +430 New
WKWM
1320
Walter & Keenan Wealth Management
Indiana
$407K +$1.73K +2 +0.5%
GJWM
1321
Gilliland Jeter Wealth Management
Arkansas
$407K +$96.1K +111 +35%
FPWM
1322
FSB Premier Wealth Management
Iowa
$407K +$5.19K +6 +1%
OPA
1323
Old Port Advisors
Maine
$406K +$20.8K +24 +6%
CB
1324
Cadence Bank
Mississippi
$406K -$21.6K -25 -6%
MCF Advisors
1325
MCF Advisors
Kentucky
$406K -$7.79K -9 -2%