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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
HFP
1501
Holistic Financial Partners
Indiana
$521K +$16.1K +17 +4%
CB
1502
Cadence Bank
Mississippi
$521K +$22.7K +24 +5%
SWA
1503
Strategies Wealth Advisors
Michigan
$518K +$1.89K +2 +0.4%
WKWM
1504
Walter & Keenan Wealth Management
Indiana
$517K +$82.3K +87 +21%
AAG
1505
Armstrong Advisory Group
Massachusetts
$517K -$26.5K -28 -5%
IF
1506
Integrity Financial
Wyoming
$514K – – –
BWM
1507
BigSur Wealth Management
Florida
$513K +$12.3K +13 +3%
SBFM
1508
S-Bank Fund Management
Finland
$506K -$36.9K -39 -7%
SR
1509
Syntax Research
Florida
$504K +$32.1K +34 +8%
RP
1510
Riverwater Partners
Wisconsin
$504K – – –
EB
1511
Exchange Bank
California
$499K -$9.46K -10 -2%
CF
1512
Centaurus Financial
California
$499K -$6.62K -7 -1%
EIP
1513
Ellis Investment Partners
Pennsylvania
$498K +$16.1K +17 +4%
CGA
1514
Crescent Grove Advisors
Illinois
$498K +$18.9K +20 +4%
MAWA
1515
Moss Adams Wealth Advisors
Washington
$496K +$50.1K +53 +13%
CG
1516
Cynosure Group
Utah
$496K +$75.6K +80 +20%
WA
1517
Wambolt & Associates
Colorado
$496K +$29.3K +31 +7%
WGC
1518
Watts Gwilliam & Co
Arizona
$495K +$31.2K +33 +8%
LIM
1519
Loudon Investment Management
New Hampshire
$494K – – –
XF
1520
XML Financial
Maryland
$494K – – –
BWAM
1521
Boyd Watterson Asset Management
Ohio
$491K +$18.9K +20 +4%
Northeast Financial Consultants
1522
Northeast Financial Consultants
Connecticut
$490K – – –
KIG
1523
Kennedy Investment Group
New Jersey
$489K -$127K -134 -22%
BONH
1524
Bank of New Hampshire
New Hampshire
$487K – – –
BLC
1525
Brown, Lisle/Cummings
Rhode Island
$485K – – –