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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1651
Janiczek Wealth Management
Colorado
$43K
WWMSC
1652
Wagner Wealth Management (South Carolina)
South Carolina
$43K
SWM
1653
Sugarloaf Wealth Management
Georgia
$43K +$15.2K +18 +56%
PI
1654
PineBridge Investments
New York
$41K -$1.22M -1,448 -97%
MA
1655
Modus Advisors
Minnesota
$41K +$39.7K +47 New
DCM
1656
Disciplina Capital Management
Tennessee
$40.6K +$6.76K +8 +21%
AW
1657
Avion Wealth
Texas
$39K
HDIM
1658
Hanson & Doremus Investment Management
Vermont
$37K -$2.53K -3 -4%
SWA
1659
SOA Wealth Advisors
New York
$37K -$2.53K -3 -7%
AP
1660
Atwood & Palmer
Missouri
$35K -$24.5K -29 -42%
PO
1661
Private Ocean
California
$35K -$13.5K -16 -29%
RA
1662
Resolute Advisors
California
$35K
CYG
1663
Clean Yield Group
Vermont
$35K +$33.8K +40 New
Nisa Investment Advisors
1664
Nisa Investment Advisors
Missouri
$32.7K -$1.97M -2,333 -6%
CWM
1665
Cranbrook Wealth Management
Michigan
$32K -$2.53K -3 -8%
AWM
1666
AllSquare Wealth Management
New York
$31K
MAM
1667
McCarthy Asset Management
California
$31K
RBC
1668
Roble Belko & Company
Pennsylvania
$31K
SN
1669
Sittner & Nelson
Oregon
$31K
ETC
1670
Exchange Traded Concepts
Oklahoma
$31K +$30.4K +36 New
ELI
1671
Empire Life Investments
Ontario, Canada
$28K -$8.12M -9,614 -100%
BAM
1672
Bellevue Asset Management
Washington
$28K
LFG
1673
Larson Financial Group
Missouri
$28K
EWA
1674
Evolution Wealth Advisors
Florida
$27K
AWM
1675
Accel Wealth Management
Iowa
$26K