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Blackrock

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