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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
TIP
1551
Tandem Investment Partners
New Jersey
$475K -$14.5K -14 -3%
ISFAN
1552
Investor's Fiduciary Advisor Network
Washington
$475K -$256K -248 -33%
SWM
1553
SeaCrest Wealth Management
New York
$474K -$98.3K -95 -16%
TWM
1554
Topsail Wealth Management
North Carolina
$474K -$5.17K -5 -1%
WKWM
1555
Walter & Keenan Wealth Management
Indiana
$474K +$11.4K +11 +2%
PFA
1556
Pure Financial Advisors
California
$472K +$44.5K +43 +10%
BFG
1557
Birch Financial Group
New Hampshire
$470K -$2.07K -2 -0.4%
S
1558
Sunpointe
Missouri
$467K -$88.9K -86 -15%
AA
1559
AJ Advisors
Tennessee
$466K -$2.07K -2 -0.4%
SFG
1560
Sovereign Financial Group
Connecticut
$466K -$10.3K -10 -2%
BFIM
1561
Beese Fulmer Investment Management
Ohio
$463K +$124K +120 +33%
V
1562
VeraBank
Texas
$463K -$30K -29 -6%
LAS
1563
LWM Advisory Services
Florida
$463K – – –
OBWG
1564
Onyx Bridge Wealth Group
New York
$462K -$16.5K -16 -3%
ICP
1565
Interchange Capital Partners
Pennsylvania
$462K +$35.2K +34 +8%
AWMM
1566
Aegis Wealth Management (Maryland)
Maryland
$462K +$496K +480 New
SAM
1567
Sompo Asset Management
Japan
$462K -$124K -120 -20%
APW
1568
Aventura Private Wealth
Florida
$460K +$60K +58 +14%
AAM
1569
AR Asset Management
California
$460K – – –
UAG
1570
United Advisor Group
Ohio
$458K – – –
NAS
1571
NWF Advisory Services
California
$457K – – –
PCMF
1572
Private Capital Management (Florida)
Florida
$456K – – –
DG
1573
DMC Group
Alabama
$455K -$809K -782 -62%
EIP
1574
Ellis Investment Partners
Pennsylvania
$453K +$4.14K +4 +0.9%
RRA
1575
Red Reef Advisors
Florida
$452K -$25.9K -25 -5%