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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
1676
Lakeshore Financial Planning
Michigan
$218K +$780 +1 +0.4%
PWM
1677
Prentice Wealth Management
New York
$217K -$1.56K -2 -0.7%
MAWA
1678
Moss Adams Wealth Advisors
Washington
$217K +$215K +275 New
CPC
1679
Congress Park Capital
New York
$217K – – –
CPR
1680
CSU Producer Resources
Ohio
$217K – – –
TAM
1681
Tocqueville Asset Management
New York
$217K – – –
SOS
1682
Silver Oak Securities
Tennessee
$216K -$1.56K -2 -0.7%
FWM
1683
Foguth Wealth Management
Michigan
$215K +$213K +273 New
GSIS
1684
Global Strategic Investment Solutions
Arizona
$214K -$78K -100 -27%
NCM
1685
Next Capital Management
New York
$214K +$212K +272 New
TFA
1686
Teamwork Financial Advisors
Texas
$214K -$1.85M -2,366 -90%
FOA
1687
Five Oceans Advisors
California
$213K -$34.3K -44 -14%
PCM
1688
Poehling Capital Management
Wisconsin
$213K – – –
GFG
1689
Greystone Financial Group
Michigan
$213K – – –
TWA
1690
Talisman Wealth Advisors
New Jersey
$212K +$3.9K +5 +2%
ZB
1691
Zions Bancorporation
Utah
$212K -$9.36K -12 -4%
FDDB
1692
Fidelity D&D Bancorp
Pennsylvania
$210K -$4.68K -6 -2%
NF
1693
Nikulski Financial
Iowa
$209K – – –
SIA
1694
Soltis Investment Advisors
Utah
$209K -$2.34K -3 -1%
MTC
1695
McDaniel Terry & Co
Texas
$209K -$11.7K -15 -5%
RFA
1696
Register Financial Advisors
Georgia
$209K -$6.24K -8 -3%
MA
1697
MONECO Advisors
Connecticut
$208K – – –
SFG
1698
Sovereign Financial Group
Connecticut
$207K +$8.58K +11 +4%
AIM
1699
Alhambra Investment Management
Florida
$207K – – –
CG
1700
Clifford Group
Massachusetts
$206K – – –
66 67
68
69 70