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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FOA
1551
Five Oceans Advisors
California
$228K +$215K +322 New
CSWG
1552
Cardinal Strategic Wealth Guidance
Kentucky
$227K -$46.7K -70 -18%
EW
1553
Element Wealth
Mississippi
$227K +$214K +321 New
TFS
1554
TrustCore Financial Services
Tennessee
$227K +$6.01K +9 +3%
BCM
1555
Brainard Capital Management
Texas
$226K +$213K +319 New
NF
1556
Nikulski Financial
Iowa
$226K +$213K +319 New
XF
1557
XML Financial
Maryland
$226K +$212K +318 New
APG
1558
Abacus Planning Group
South Carolina
$225K +$212K +317 New
TAM
1559
Trillium Asset Management
Massachusetts
$223K -$100K -150 -32%
BST
1560
Bath Savings Trust
Maine
$223K +$210K +315 New
BLC
1561
Brown, Lisle/Cummings
Rhode Island
$223K +$25.4K +38 +14%
BWM
1562
Baystate Wealth Management
Massachusetts
$222K +$668 +1 +0.3%
EWM
1563
Elite Wealth Management
Washington
$222K +$209K +313 New
CIA
1564
Compass Ion Advisors
Pennsylvania
$222K +$209K +313 New
W
1565
Wealthquest
Ohio
$221K +$208K +312 New
HCP
1566
Hexagon Capital Partners
Arkansas
$220K -$15.4K -23 -7%
RBCM
1567
Raub Brock Capital Management
California
$220K +$208K +311 New
HPIA
1568
Hamilton Point Investment Advisors
North Carolina
$220K +$207K +310 New
FPCP
1569
Fort Point Capital Partners
California
$218K +$205K +307 New
TWP
1570
Tempus Wealth Planning
California
$216K -$101K -151 -33%
CWM
1571
Concentric Wealth Management
California
$216K +$204K +305 New
SWP
1572
Strategic Wealth Partners
Ohio
$215K +$203K +304 New
1IA
1573
1834 Investment Advisors
Wisconsin
$215K +$203K +304 New
WP
1574
WealthSource Partners
California
$214K +$202K +303 New
NL
1575
NWAM LLC
Washington
$214K +$202K +302 New