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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1701
Sageworth Trust
Pennsylvania
$344K – – –
CCP
1702
Cushing Capital Partners
Wisconsin
$343K -$43.4K -42 -11%
WPC
1703
Waters Parkerson & Co
Louisiana
$342K – – –
JWS
1704
Juncture Wealth Strategies
Arizona
$342K +$368K +356 New
MSFS
1705
Main Street Financial Solutions
Pennsylvania
$342K +$25.9K +25 +8%
EI
1706
Ellevest Inc
New York
$342K -$87.9K -85 -19%
ML
1707
McAdam LLC
Pennsylvania
$342K -$9.31K -9 -2%
HFP
1708
Holistic Financial Partners
Indiana
$341K -$81.7K -79 -18%
EWA
1709
Etesian Wealth Advisors
Oregon
$341K -$39.3K -38 -10%
BFA
1710
Beacon Financial Advisory
Ohio
$340K -$11.4K -11 -3%
CA
1711
Continuum Advisory
Idaho
$340K +$62.1K +60 +20%
EP
1712
Essential Partners
California
$340K +$184K +178 +101%
CA
1713
CoreCap Advisors
Michigan
$340K -$1.1M -1,068 -75%
SB
1714
Simmons Bank
Arkansas
$339K +$77.6K +75 +27%
NRS
1715
Neville Rodie & Shaw
New York
$337K – – –
RWP
1716
Revolve Wealth Partners
New Jersey
$337K +$20.7K +20 +6%
PWA
1717
Physician Wealth Advisors
Utah
$337K +$13.4K +13 +4%
AAA
1718
AG Asset Advisory
California
$337K – – –
BWP
1719
Barlow Wealth Partners
Kentucky
$336K – – –
W
1720
Wealthquest
Ohio
$336K +$61K +59 +20%
GPW
1721
Genesis Private Wealth
Virginia
$335K -$2.07K -2 -0.6%
SOS
1722
Silver Oak Securities
Tennessee
$334K +$14.5K +14 +4%
SFGM
1723
Stonebridge Financial Group (Missouri)
Missouri
$334K -$22.8K -22 -6%
VA
1724
Veratis Advisors
North Carolina
$334K +$359K +347 New
SWM
1725
Shrier Wealth Management
California
$332K +$1.03K +1 +0.3%
67 68
69
70 71