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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
QWP
1401
Quotient Wealth Partners
Texas
$771K -$42.6K -39 -5%
BWM
1402
Buckley Wealth Management
Nevada
$767K +$4.37K +4 +0.6%
PA
1403
Probity Advisors
Texas
$766K -$70K -64 -8%
AWM
1404
Aprio Wealth Management
Georgia
$766K +$290K +265 +59%
EFG
1405
Everest Financial Group
Minnesota
$764K +$781K +714 New
LAM
1406
L2 Asset Management
Massachusetts
$763K +$52.5K +48 +7%
JFG
1407
Jefferies Financial Group
New York
$762K -$5.77M -5,277 -88%
Dodge & Cox
1408
Dodge & Cox
California
$761K +$61.2K +56 +9%
AA
1409
Acorns Advisers
California
$758K +$133K +122 +21%
PIA
1410
Powell Investment Advisors
Florida
$758K
RWM
1411
RKL Wealth Management
Pennsylvania
$757K +$773K +707 New
SW
1412
SteelPeak Wealth
California
$755K -$103K -94 -12%
SFB
1413
STAR Financial Bank
Indiana
$752K -$307K -281 -29%
SGI
1414
Summit Global Investments
Utah
$750K +$766K +701 New
PGWM
1415
Parisi Gray Wealth Management
New Jersey
$747K
JFA
1416
JNBA Financial Advisors
Minnesota
$746K
HBW
1417
Hazlett, Burt & Watson
West Virginia
$745K +$16.4K +15 +2%
DAC
1418
Dividend Assets Capital
South Carolina
$744K
OL
1419
Odyssean LLC
Connecticut
$744K +$760K +695 New
RW
1420
Rede Wealth
Virginia
$742K +$567K +519 +298%
TP
1421
TritonPoint Partners
Maryland
$741K +$757K +692 New
HT
1422
Headlands Technologies
Illinois
$739K +$754K +690 New
SCM
1423
Spreng Capital Management
Ohio
$734K -$3.28K -3 -0.4%
RBWA
1424
RFG - Bristol Wealth Advisors
Massachusetts
$733K -$14.2K -13 -2%
VCM
1425
Versant Capital Management
Arizona
$732K +$36.1K +33 +5%