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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
PW
1526
PUREfi Wealth
Massachusetts
$536K +$10.1K +9 +2%
AA
1527
AJ Advisors
Tennessee
$536K
ATWA
1528
Arbor Trust Wealth Advisors
Michigan
$535K +$2.24K +2 +0.4%
Fiera Capital (Canada)
1529
Fiera Capital (Canada)
Quebec, Canada
$534K
WPP
1530
Whalerock Point Partners
Rhode Island
$533K +$134K +120 +36%
OBWG
1531
Onyx Bridge Wealth Group
New York
$527K +$51.4K +46 +11%
MCM
1532
Monument Capital Management
Virginia
$526K +$257K +230 +104%
AWM
1533
Aprio Wealth Management
Georgia
$524K +$99.5K +89 +25%
EFG
1534
Ethos Financial Group
Pennsylvania
$524K -$4.47K -4 -0.9%
SWMP
1535
Signature Wealth Management Partners
New Jersey
$523K
SA
1536
Sage Advisors
Colorado
$523K +$2.24K +2 +0.4%
NP
1537
Ninepoint Partners
Ontario, Canada
$522K -$314K -281 -39%
SFG
1538
Sovereign Financial Group
Connecticut
$521K +$17.9K +16 +4%
PTP
1539
Platform Technology Partners
New York
$521K
BWAM
1540
Boyd Watterson Asset Management
Ohio
$520K -$24.6K -22 -5%
CA
1541
Cornerstone Advisory
Maryland
$520K +$8.94K +8 +2%
MCCA
1542
Mill Creek Capital Advisors
Pennsylvania
$518K +$4.47K +4 +0.9%
CSPIA
1543
Cary Street Partners Investment Advisory
Virginia
$518K +$29.1K +26 +6%
HCA
1544
Heck Capital Advisors
Wisconsin
$518K +$4.47K +4 +0.9%
BONH
1545
Bank of New Hampshire
New Hampshire
$518K -$22.4K -20 -4%
SWRP
1546
Summit Wealth & Retirement Planning
California
$518K
MCM
1547
Mengis Capital Management
Oregon
$516K
JHCP
1548
Jackson Hole Capital Partners
Oklahoma
$514K -$11.2K -10 -2%
UAG
1549
United Advisor Group
Ohio
$512K +$43.6K +39 +10%
AHB
1550
Abner Herrman & Brock
New Jersey
$512K +$491K +439 New