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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
ISFAN
1301
Investor's Fiduciary Advisor Network
Washington
$814K +$3.78K +4 +0.5%
RGC
1302
Roberts, Glore & Co
Illinois
$811K -$4.73K -5 -0.6%
BIA
1303
BHK Investment Advisors
Alabama
$809K – – –
PI
1304
PFG Investments
New York
$808K +$83.2K +88 +13%
MWM
1305
Modern Wealth Management
Kansas
$806K -$24.6K -26 -3%
JF
1306
Jump Financial
Illinois
$802K -$13.6M -14,401 -95%
WAP
1307
Wealthcare Advisory Partners
Pennsylvania
$800K +$48.2K +51 +7%
AAP
1308
Arax Advisory Partners
Colorado
$798K +$399K +422 +125%
CF
1309
Convergence Financial
Missouri
$798K +$1.89K +2 +0.3%
WG
1310
Welch Group
Alabama
$797K +$8.51K +9 +1%
BHBT
1311
Burke & Herbert Bank & Trust
Virginia
$796K +$59.6K +63 +9%
QFW
1312
QTR Family Wealth
Florida
$795K -$5.67K -6 -0.8%
FAIM
1313
Financial Advocates Investment Management
Washington
$791K -$597K -631 -46%
EFS
1314
Essex Financial Services
Connecticut
$790K – – –
MA
1315
Montag & Associates
Georgia
$789K +$9.46K +10 +1%
AIM
1316
Anchor Investment Management
South Carolina
$786K -$18.9K -20 -3%
HIIFS
1317
Harel Insurance Investments & Financial Services
Israel
$784K +$194K +205 +38%
RF
1318
Roxbury Financial
New Jersey
$780K +$4.73K +5 +0.7%
NRS
1319
Neville Rodie & Shaw
New York
$780K – – –
PWP
1320
Phillips Wealth Planners
Mississippi
$778K +$4.73K +5 +0.7%
KAM
1321
Knightsbridge Asset Management
California
$776K +$22.7K +24 +3%
JSAM
1322
J. Safra Asset Management
New York
$775K +$296K +313 +73%
CWS
1323
Confluence Wealth Services
Pennsylvania
$771K -$4.73K -5 -0.7%
BWM
1324
Buckley Wealth Management
Nevada
$769K -$24.6K -26 -3%
QWP
1325
Quotient Wealth Partners
Texas
$767K +$53.9K +57 +8%
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