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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1701
Sit Investment Associates
Minnesota
$41K – – –
OWA
1702
One Wealth Advisors
California
$40.9K +$38.7K +58 New
SCA
1703
Stuart Chaussee & Associates
California
$40.4K – – –
BC
1704
Barrett & Company
Rhode Island
$40K – – –
CBT
1705
CoreFirst Bank & Trust
Kansas
$39.7K – – –
CMP
1706
Coston McIsaac & Partners
Maine
$39K – – –
HWA
1707
HHM Wealth Advisors
Tennessee
$39K – – –
DCM
1708
Disciplina Capital Management
Tennessee
$37.8K – – –
AFS
1709
Annapolis Financial Services
Maryland
$36.8K – – –
AWM
1710
Abound Wealth Management
Tennessee
$36.1K -$4.67K -7 -12%
ME
1711
McIlrath & Eck
Washington
$35.4K -$13.4K -20 -29%
GA
1712
GoalVest Advisory
New York
$35.4K -$6.01K -9 -15%
GCM
1713
Gables Capital Management
Florida
$35.4K – – –
Simplex Trading
1714
Simplex Trading
Illinois
$35K -$5.07M -7,597 -99%
CNBTD
1715
Citizens National Bank Trust Department
Mississippi
$35K – – –
WOSD
1716
WFA of San Diego
California
$34K +$32.1K +48 New
TSWM
1717
Tyler-Stone Wealth Management
Ohio
$34K +$13.4K +20 +71%
SWM
1718
Sugarloaf Wealth Management
Georgia
$33.4K +$31.4K +47 New
NSB
1719
Norway Savings Bank
Maine
$33.3K – – –
GFPC
1720
Global Financial Private Client
Florida
$31.2K +$4.67K +7 +19%
WAS
1721
Winch Advisory Services
Wisconsin
$31K -$7.34K -11 -20%
SFG
1722
Steward Financial Group
Texas
$31K +$30.1K +45 New
HFS
1723
HBC Financial Services
Washington
$30K +$10K +15 +56%
CWM
1724
Cedar Wealth Management
California
$29.8K – – –
PP
1725
PFS Partners
New Jersey
$29.1K – – –