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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
1576
Northern Financial Advisors
Michigan
$533K -$327K -299 -38%
PF
1577
Phoenix Financial
Israel
$533K -$594K -543 -52%
ORC
1578
O'Rourke & Company
Massachusetts
$531K – – –
RRA
1579
Red Reef Advisors
Florida
$530K +$541K +495 New
RPWA
1580
Regent Peak Wealth Advisors
Georgia
$529K +$5.47K +5 +1%
TIA
1581
Traphagen Investment Advisors
New Jersey
$529K +$21.9K +20 +4%
OBWG
1582
Onyx Bridge Wealth Group
New York
$528K +$44.8K +41 +9%
AA
1583
AJ Advisors
Tennessee
$528K +$36.1K +33 +7%
SFG
1584
Sovereign Financial Group
Connecticut
$525K +$48.1K +44 +10%
HL
1585
HeadInvest LLC
Maine
$524K +$536K +490 New
NAS
1586
NWF Advisory Services
California
$524K +$21.9K +20 +4%
DWM
1587
Diversify Wealth Management
Utah
$523K +$185K +169 +54%
BFG
1588
Birch Financial Group
New Hampshire
$523K +$1.09K +1 +0.2%
BDFN
1589
Bond & Devick Financial Network
Minnesota
$522K -$4.37K -4 -0.8%
RFA
1590
ROI Financial Advisors
Oregon
$518K -$31.7K -29 -6%
CSPIA
1591
Cary Street Partners Investment Advisory
Virginia
$517K +$42.6K +39 +9%
EIP
1592
Ellis Investment Partners
Pennsylvania
$513K +$3.28K +3 +0.6%
FFO
1593
Fiduciary Family Office
Florida
$512K +$7.65K +7 +1%
LAS
1594
LWM Advisory Services
Florida
$509K -$441K -403 -46%
CGA
1595
Crescent Grove Advisors
Illinois
$508K – – –
PCMF
1596
Private Capital Management (Florida)
Florida
$508K +$164K +150 +46%
AA
1597
Armis Advisers
Georgia
$508K -$208K -190 -26%
EFA
1598
Evernest Financial Advisors
Indiana
$506K -$76.5K -70 -13%
TC
1599
Trilogy Capital
California
$505K -$2.19K -2 -0.4%
TAM
1600
Titleist Asset Management
Texas
$505K +$49.2K +45 +11%
62 63
64
65 66