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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1476
Gould Asset Management
California
$352K +$50.2K +55 +17%
DOA
1477
D'Orazio & Associates
Virginia
$351K +$74.8K +82 +27%
IFG
1478
Independent Financial Group
California
$350K +$57.5K +63 +20%
FFG
1479
Frisch Financial Group
New York
$348K -$54.8K -60 -13%
APW
1480
Acima Private Wealth
Virginia
$347K – – –
CWM
1481
Cahaba Wealth Management
Georgia
$346K – – –
HFP
1482
Holistic Financial Partners
Indiana
$346K +$34.7K +38 +11%
IBOK
1483
Independence Bank of Kentucky
Kentucky
$345K +$2.74K +3 +0.8%
SWM
1484
Silverlake Wealth Management
Vermont
$344K +$343K +376 New
PWA
1485
Phoenix Wealth Advisors
North Carolina
$344K -$75.7K -83 -18%
WP
1486
WMS Partners
Maryland
$342K -$13.7K -15 -4%
PWM
1487
Palumbo Wealth Management
New York
$341K -$6.39K -7 -2%
FOA
1488
Five Oceans Advisors
California
$341K +$12.8K +14 +4%
HWM
1489
Horizon Wealth Management
Illinois
$341K +$339K +372 New
LIM
1490
Leavell Investment Management
Alabama
$340K – – –
CFS
1491
CRA Financial Services
New Jersey
$340K +$73.9K +81 +28%
CQS
1492
Credential Qtrade Securities
$340K -$29.2K -32 -8%
SMC
1493
Smith, Moore & Co
Missouri
$337K +$56.6K +62 +20%
FSC
1494
Full Sail Capital
Oklahoma
$336K – – –
EA
1495
Echo45 Advisors
California
$334K +$333K +365 New
ED
1496
Exane Derivatives
France
$333K -$22.8K -25 -6%
JWA
1497
JFS Wealth Advisors
Pennsylvania
$333K +$9.13K +10 +3%
BCA
1498
Bay Colony Advisors
Massachusetts
$331K +$4.56K +5 +1%
FIBT
1499
First International Bank & Trust
North Dakota
$331K +$330K +362 New
MSFS
1500
Main Street Financial Solutions
Pennsylvania
$330K -$30.1K -33 -8%
58 59
60
61 62