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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
Pure Financial Advisors
1626
Pure Financial Advisors
California
$443K +$15.7K +14 +4%
APW
1627
Acima Private Wealth
Virginia
$442K – – –
OL
1628
OneFund LLC
Florida
$440K +$13.4K +12 +3%
Tufton Capital Management
1629
Tufton Capital Management
Maryland
$439K +$106K +95 +34%
LMKC
1630
L.M. Kohn & Company
Ohio
$437K -$595K -532 -59%
Segment Wealth Management
1631
Segment Wealth Management
Texas
$435K -$61.5K -55 -13%
CNTOF
1632
Canandaigua National Trust of Florida
New York
$435K -$6.71K -6 -2%
Childress Capital Advisors
1633
Childress Capital Advisors
Texas
$435K +$42.5K +38 +11%
Gerber Kawasaki Wealth & Investment Management
1634
Gerber Kawasaki Wealth & Investment Management
California
$434K +$47K +42 +13%
Archford Capital Strategies
1635
Archford Capital Strategies
Illinois
$434K +$11.2K +10 +3%
CWMGO
1636
Capstone Wealth Management Group (Oregon)
Oregon
$430K – – –
Leavell Investment Management
1637
Leavell Investment Management
Alabama
$428K – – –
Aspiriant LLC
1638
Aspiriant LLC
California
$427K -$15.7K -14 -4%
Legacy Edge Advisors
1639
Legacy Edge Advisors
New York
$427K – – –
CFG
1640
Carr Financial Group
Massachusetts
$427K -$3.35K -3 -0.8%
GM Advisory Group
1641
GM Advisory Group
New York
$426K -$53.7K -48 -12%
GenTrust
1642
GenTrust
Florida
$426K -$82.7K -74 -17%
Lodestar Private Asset Management
1643
Lodestar Private Asset Management
California
$424K +$39.1K +35 +11%
PWM
1644
Palumbo Wealth Management
New York
$423K +$4.19M +3,747 +890%
Ellevest Inc
1645
Ellevest Inc
New York
$422K -$64.8K -58 -14%
SIM
1646
Sentry Investment Management
Wisconsin
$422K -$91.7K -82 -18%
Cannell & Spears
1647
Cannell & Spears
New York
$421K +$404K +361 New
LGG
1648
Luts & Greenleigh Group
Maryland
$420K +$1.12K +1 +0.3%
TSMHT
1649
Thurston Springer Miller Herd & Titak
Indiana
$420K -$3.42M -3,056 -89%
A
1650
Argentarii
Ohio
$419K – – –