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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FPW
1526
Flywheel Private Wealth
California
$483K -$18.9K -20 -4%
Fiera Capital (Canada)
1527
Fiera Capital (Canada)
Quebec, Canada
$481K
ATWA
1528
Arbor Trust Wealth Advisors
Michigan
$480K -$47.3K -50 -10%
NG
1529
Novem Group
New York
$477K +$22.7K +24 +6%
SIM
1530
Sentry Investment Management
Wisconsin
$477K
DWG
1531
Darden Wealth Group
Michigan
$477K -$126K -133 -23%
EFG
1532
Ethos Financial Group
Pennsylvania
$476K +$30.3K +32 +8%
TC
1533
Trilogy Capital
California
$475K -$320K -338 -43%
CCA
1534
Catalyst Capital Advisors
New York
$475K -$2.74M -2,899 -86%
JHCP
1535
Jackson Hole Capital Partners
Oklahoma
$473K +$1.89K +2 +0.4%
AC
1536
ASB Consultores
Florida
$473K +$195K +206 +84%
PW
1537
PUREfi Wealth
Massachusetts
$473K -$6.62K -7 -2%
SWMP
1538
Signature Wealth Management Partners
New Jersey
$471K
EM
1539
Excalibur Management
Massachusetts
$470K +$946 +1 +0.2%
SA
1540
Sage Advisors
Colorado
$469K +$1.89K +2 +0.4%
PTP
1541
Platform Technology Partners
New York
$468K
SWRP
1542
Summit Wealth & Retirement Planning
California
$466K +$420K +444 New
CAAS
1543
Capital Asset Advisory Services
Michigan
$466K -$113K -119 -21%
PWA
1544
Phoenix Wealth Advisors
North Carolina
$465K
MCM
1545
Mengis Capital Management
Oregon
$465K
MCCA
1546
Mill Creek Capital Advisors
Pennsylvania
$462K
HCA
1547
Heck Capital Advisors
Wisconsin
$462K +$30.3K +32 +8%
WMA
1548
West Michigan Advisors
Michigan
$462K +$41.6K +44 +11%
G
1549
GenTrust
Florida
$461K -$7.57K -8 -2%
PPA
1550
Pacific Point Advisors
California
$461K