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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
Diversify Wealth Management
1701
Diversify Wealth Management
Utah
$259K +$275K +271 New
TWA
1702
Talisman Wealth Advisors
New Jersey
$259K -$10.1K -10 -4%
PP
1703
Patten & Patten
Tennessee
$258K -$6.09K -6 -2%
GWMR
1704
GC Wealth Management RIA
Massachusetts
$258K +$256K +252 New
CW
1705
Code Waechter
Florida
$257K -$83.2K -82 -25%
MAM
1706
Mystic Asset Management
Rhode Island
$257K +$9.13K +9 +4%
SAW
1707
Signal Advisors Wealth
Michigan
$257K -$36.5K -36 -13%
CG
1708
Clifford Group
Massachusetts
$256K – – –
4WM
1709
49 Wealth Management
Texas
$256K -$16.2K -16 -6%
AIM
1710
Arcadia Investment Management
Michigan
$256K – – –
ATS
1711
Ashton Thomas Securities
New York
$256K +$6.09K +6 +2%
Wedge Capital Management
1712
Wedge Capital Management
North Carolina
$255K +$7.1K +7 +3%
FFA
1713
Fi3 Financial Advisors
Indiana
$254K +$29.4K +29 +13%
JSAM
1714
J. Safra Asset Management
New York
$254K +$136K +134 +119%
ZB
1715
Zions Bancorporation
Utah
$253K – – –
Plancorp LLC
1716
Plancorp LLC
Missouri
$253K +$251K +247 New
CS
1717
Capital Square
Tennessee
$253K +$28.4K +28 +13%
RS
1718
Rakuten Securities
Japan
$252K +$98.4K +97 +65%
FA
1719
Fermata Advisors
California
$252K +$250K +246 New
IWN
1720
Independent Wealth Network
Iowa
$250K -$10.1K -10 -4%
HIM
1721
Hanlon Investment Management
New Jersey
$250K -$17.3K -17 -7%
SBIA
1722
Sheaff Brock Investment Advisors
Indiana
$248K +$246K +242 New
1WM
1723
1858 Wealth Management
Ohio
$248K – – –
SAA
1724
Southeast Asset Advisors
Georgia
$248K +$7.1K +7 +3%
AA
1725
Armis Advisers
Georgia
$248K +$246K +242 New