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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FCG
1651
Financial Connections Group
California
$15K – – –
HFS
1652
HBC Financial Services
Washington
$15K – – –
KC
1653
Knuff & Co
California
$15K – – –
TSWM
1654
Tyler-Stone Wealth Management
Ohio
$15K – – –
PO
1655
Private Ocean
California
$14K -$655 -1 -4%
CFFP
1656
Center for Financial Planning
Michigan
$14K – – –
MW
1657
Milestone Wealth
New York
$14K – – –
WIM
1658
Westside Investment Management
California
$13.8K – – –
BCMLT
1659
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K – – –
BBPWM
1660
Blue Bell Private Wealth Management
Pennsylvania
$13K – – –
TJHA
1661
Thomas J. Herzfeld Advisors
Florida
$13K – – –
M1FG
1662
Mach-1 Financial Group
Arkansas
$13K +$2.62K +4 +20%
MFT
1663
Moisand Fitzgerald Tamayo
Florida
$13K +$15.1K +23 New
HS
1664
Horan Securities
United States
$12K -$9.16K -14 -39%
CFD
1665
Creative Financial Designs
Indiana
$12K – – –
Baillie Gifford & Co
1666
Baillie Gifford & Co
United Kingdom
$12K +$1.31K +2 +11%
RWM
1667
Raffa Wealth Management
District of Columbia
$11.6K – – –
LFA
1668
Legend Financial Advisors
Pennsylvania
$11.6K +$13.7K +21 New
FPB
1669
First PREMIER Bank
South Dakota
$11K -$5.89K -9 -31%
AW
1670
Avion Wealth
Texas
$11K – – –
CMA
1671
Cedar Mountain Advisors
Oregon
$10K – – –
FCMT
1672
Founders Capital Management (Texas)
Texas
$10K – – –
KFP
1673
KB Financial Partners
New Jersey
$10K – – –
MRCM
1674
M&R Capital Management
New Jersey
$10K – – –
SIS
1675
Sound Income Strategies
Florida
$10K +$1.96K +3 +19%