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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1701
CarsonAllaria Wealth Management
Illinois
$373K -$3.35K -3 -0.9%
CWP
1702
CFM Wealth Partners
Texas
$372K -$35.8K -32 -9%
WCFA
1703
Walkner Condon Financial Advisors
Wisconsin
$372K +$93.9K +84 +36%
FFG
1704
Fortress Financial Group
Minnesota
$371K +$1.12K +1 +0.3%
SF
1705
Symphony Financial
Texas
$371K -$4.72M -4,218 -93%
KTC
1706
Kentucky Trust Company
Kentucky
$371K – – –
RSWA
1707
Robinson Smith Wealth Advisors
Maine
$370K +$89.4K +80 +34%
SP
1708
Stonebrook Private
Michigan
$370K -$1.12K -1 -0.3%
NRC
1709
New Republic Capital
North Carolina
$370K -$2.06M -1,842 -85%
RWP
1710
Revolve Wealth Partners
New Jersey
$370K -$50.3K -45 -12%
CFGW
1711
Chancellor Financial Group WB
Pennsylvania
$370K – – –
APG
1712
Abacus Planning Group
South Carolina
$369K – – –
VIP
1713
Vista Investment Partners
Oklahoma
$368K -$1.12K -1 -0.3%
QFPS
1714
Quantum Financial Planning Services
Washington
$368K – – –
PWA
1715
Physician Wealth Advisors
Utah
$367K +$22.4K +20 +7%
POIA
1716
Pin Oak Investment Advisors
Texas
$367K – – –
HAS
1717
HBW Advisory Services
California
$365K -$6.71K -6 -2%
IFWM
1718
Institute for Wealth Management
Colorado
$365K +$4.47K +4 +1%
BBA
1719
Braun-Bostich & Associates
Pennsylvania
$364K – – –
KFC
1720
Klingenstein Fields & Co
New York
$364K – – –
CBB
1721
Citizens Business Bank
California
$364K +$349K +312 New
FB
1722
First Bancorp
Maine
$364K -$5.59K -5 -2%
FP
1723
Financial Perspectives
Minnesota
$364K – – –
VCP
1724
Verus Capital Partners
Arizona
$363K +$129K +115 +59%
CA
1725
Continuum Advisory
Idaho
$361K -$72.7K -65 -17%
67 68
69
70 71