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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1426
Carr Financial Group
Massachusetts
$398K +$5.46K +7 +1%
MSRI
1427
Michael S. Ryan Inc
New York
$396K -$6.24K -8 -2%
CW
1428
CreativeOne Wealth
Kansas
$394K -$319K -409 -45%
LWMM
1429
Legacy Wealth Management (Mississippi)
Mississippi
$394K – – –
LIM
1430
Loudon Investment Management
New Hampshire
$394K – – –
SFFS
1431
Stonehage Fleming Financial Services
Jersey
$394K +$195K +250 +100%
LA
1432
Lane & Associates
New Jersey
$390K +$25.7K +33 +7%
FCH
1433
Freestone Capital Holdings
Washington
$390K +$6.24K +8 +2%
KWAG
1434
Kiely Wealth Advisory Group
North Carolina
$389K +$4.68K +6 +1%
NRS
1435
Neville Rodie & Shaw
New York
$388K – – –
HBW
1436
Hazlett, Burt & Watson
West Virginia
$388K +$23.4K +30 +6%
LPAM
1437
Lodestar Private Asset Management
California
$387K -$49.9K -64 -12%
APW
1438
Austin Private Wealth
Texas
$386K +$51.5K +66 +16%
BWM
1439
BigSur Wealth Management
Florida
$385K -$21.8K -28 -5%
IF
1440
Integrity Financial
Wyoming
$384K – – –
ECG
1441
Edge Capital Group
Georgia
$383K – – –
EP
1442
Edgestream Partners
New Jersey
$383K +$379K +486 New
ORC
1443
O'Rourke & Company
Massachusetts
$379K +$780 +1 +0.2%
SL
1444
Summitry LLC
California
$379K -$13.3K -17 -3%
RPWA
1445
Regent Peak Wealth Advisors
Georgia
$379K +$5.46K +7 +1%
MSFS
1446
Main Street Financial Solutions
Pennsylvania
$379K +$8.58K +11 +2%
ACS
1447
Archford Capital Strategies
Illinois
$378K -$1.09M -1,401 -74%
APA
1448
Astoria Portfolio Advisors
New York
$376K -$1.56K -2 -0.4%
FFA
1449
Founders Financial Alliance
North Carolina
$373K +$69.4K +89 +23%
ICP
1450
Interchange Capital Partners
Pennsylvania
$373K -$60.1K -77 -14%
56 57
58
59 60