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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
EW
1601
Element Wealth
Mississippi
$330K +$1.02K +1 +0.3%
CWM
1602
CarsonAllaria Wealth Management
Illinois
$330K +$326K +321 New
Sovereign Financial Group
1603
Sovereign Financial Group
Connecticut
$330K -$4.06K -4 -1%
CVA Family Office
1604
CVA Family Office
Colorado
$329K +$39.6K +39 +14%
CIA
1605
Cape Investment Advisory
Georgia
$329K +$326K +321 New
Naviter Wealth
1606
Naviter Wealth
Arkansas
$327K +$324K +319 New
KTC
1607
Kentucky Trust Company
Kentucky
$326K +$323K +318 New
Washington Trust
1608
Washington Trust
Rhode Island
$326K -$26.1M -25,758 -99%
CFGW
1609
Chancellor Financial Group WB
Pennsylvania
$325K +$322K +317 New
Cahaba Wealth Management
1610
Cahaba Wealth Management
Georgia
$323K +$320K +315 New
Wealth Architects
1611
Wealth Architects
California
$322K +$319K +314 New
Meag Munich Ergo
1612
Meag Munich Ergo
Germany
$322K – – –
Physician Wealth Advisors
1613
Physician Wealth Advisors
Utah
$321K -$16.2K -16 -5%
FDDB
1614
Fidelity D&D Bancorp
Pennsylvania
$321K +$36.5K +36 +13%
QFPS
1615
Quantum Financial Planning Services
Washington
$320K +$317K +312 New
Titleist Asset Management
1616
Titleist Asset Management
Texas
$319K +$317K +312 New
FCA
1617
FLC Capital Advisors
California
$319K – – –
Fairview Capital Investment Management
1618
Fairview Capital Investment Management
California
$319K +$316K +311 New
Capital Advisors Wealth Management
1619
Capital Advisors Wealth Management
Washington
$318K +$315K +310 New
RCM
1620
RB Capital Management
Nevada
$316K +$313K +308 New
MHR
1621
Matthew Hamilton Rosenberg
$316K -$3.04K -3 -1%
DTC
1622
Davidson Trust Company
Washington
$316K – – –
MWM
1623
Manske Wealth Management
Texas
$316K +$313K +308 New
Klingenstein Fields & Co
1624
Klingenstein Fields & Co
New York
$315K +$3.04K +3 +1%
FFG
1625
Fortress Financial Group
Minnesota
$314K +$312K +307 New