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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
1701
Legacy Edge Advisors
New York
$347K – – –
FVWA
1702
Foster Victor Wealth Advisors
South Carolina
$346K -$30K -29 -8%
AP
1703
Anchyra Partners
Georgia
$346K +$13.4K +13 +4%
IFU
1704
iSAM Funds (UK)
United Kingdom
$346K +$372K +360 New
1WM
1705
1900 Wealth Management
Texas
$345K +$371K +359 New
ODIJL
1706
One Day In July LLC
Vermont
$345K +$135K +131 +58%
AAG
1707
Armstrong Advisory Group
Massachusetts
$345K – – –
CWMGO
1708
Capstone Wealth Management Group (Oregon)
Oregon
$344K -$14.5K -14 -4%
ST
1709
Sageworth Trust
Pennsylvania
$344K – – –
CCP
1710
Cushing Capital Partners
Wisconsin
$343K -$43.4K -42 -11%
WPC
1711
Waters Parkerson & Co
Louisiana
$342K – – –
JWS
1712
Juncture Wealth Strategies
Arizona
$342K +$368K +356 New
MSFS
1713
Main Street Financial Solutions
Pennsylvania
$342K +$25.9K +25 +8%
EI
1714
Ellevest Inc
New York
$342K -$87.9K -85 -19%
ML
1715
McAdam LLC
Pennsylvania
$342K -$9.31K -9 -2%
HFP
1716
Holistic Financial Partners
Indiana
$341K -$81.7K -79 -18%
EWA
1717
Etesian Wealth Advisors
Oregon
$341K -$39.3K -38 -10%
BFA
1718
Beacon Financial Advisory
Ohio
$340K -$11.4K -11 -3%
CA
1719
Continuum Advisory
Idaho
$340K +$62.1K +60 +20%
EP
1720
Essential Partners
California
$340K +$184K +178 +101%
CA
1721
CoreCap Advisors
Michigan
$340K -$1.1M -1,068 -75%
SB
1722
Simmons Bank
Arkansas
$339K +$77.6K +75 +27%
NRS
1723
Neville Rodie & Shaw
New York
$337K – – –
RWP
1724
Revolve Wealth Partners
New Jersey
$337K +$20.7K +20 +6%
PWA
1725
Physician Wealth Advisors
Utah
$337K +$13.4K +13 +4%
67 68
69
70 71