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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1351
Cromwell Holdings
Wyoming
$376K – – –
RDWM
1352
Red Door Wealth Management
Tennessee
$376K – – –
PAM
1353
Peak Asset Management
Colorado
$375K -$196K -226 -36%
FMP
1354
Financial Management Professionals
Texas
$373K +$308K +356 +962%
IP
1355
Ignite Planners
California
$372K +$3.46K +4 +1%
PSP
1356
Principal Street Partners
Tennessee
$371K -$10.4K -12 -3%
LTAS
1357
Linden Thomas Advisory Services
North Carolina
$371K +$69.2K +80 +26%
MCWS
1358
McKinley Carter Wealth Services
West Virginia
$370K – – –
BPC
1359
Banque Pictet & Cie
Switzerland
$370K – – –
RZH
1360
Relyea Zuckerberg Hanson
Connecticut
$370K +$37.2K +43 +12%
MWM
1361
Modern Wealth Management
Kansas
$368K +$112K +129 +50%
PWMG
1362
Prestige Wealth Management Group
New Jersey
$368K -$323K -373 -49%
LC
1363
LCNB Corp
Ohio
$367K – – –
MC
1364
Marest Capital
California
$365K +$1.73K +2 +0.5%
BTWM
1365
Baker Tilly Wealth Management
Wisconsin
$365K -$7.79K -9 -2%
DOA
1366
D'Orazio & Associates
Virginia
$364K -$33.8K -39 -9%
PA
1367
PFG Advisors
Arizona
$364K -$19K -22 -5%
AFT
1368
Alpha Family Trust
California
$361K – – –
FVWA
1369
Foster Victor Wealth Advisors
South Carolina
$361K -$17.3K -20 -5%
APW
1370
Acima Private Wealth
Virginia
$360K – – –
FFA
1371
Founders Financial Alliance
North Carolina
$360K -$82.2K -95 -20%
TIA
1372
Tiemann Investment Advisors
California
$359K -$26K -30 -7%
DLA
1373
Douglas Lane & Associates
New York
$358K +$86.5K +100 +36%
SF
1374
Symphony Financial
Texas
$356K -$18.2K -21 -5%
AA
1375
AJ Advisors
Tennessee
$356K +$2.6K +3 +0.8%
53 54
55
56 57