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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1726
Kelly Financial Services
Massachusetts
$5.48K – – –
GAG
1727
Goodman Advisory Group
Massachusetts
$5K -$2.91M -4,463 -100%
VCM
1728
Vigilant Capital Management
Maine
$5K -$3.26K -5 -38%
ARIS
1729
Advanced Research Investment Solutions
California
$5K – – –
DWP
1730
Destiny Wealth Partners
Florida
$5K – – –
GTAM
1731
Global Trust Asset Management
Florida
$5K – – –
WAM
1732
Worth Asset Management
Texas
$5K – – –
FP
1733
Financial Perspectives
Minnesota
$4.93K – – –
TFGT
1734
TS Financial Group (TSFG)
Illinois
$4K – – –
CAC
1735
Certified Advisory Corp
Florida
$3K -$65.1K -100 -95%
APC
1736
Aspire Private Capital
North Carolina
$3K – – –
CHC
1737
City Holding Co
West Virginia
$3K – – –
CB
1738
CNB Bank
Pennsylvania
$3K – – –
IHWM
1739
Iron Horse Wealth Management
Iowa
$3K – – –
TF
1740
TimeScale Financial
Massachusetts
$3K – – –
HWM
1741
Horizons Wealth Management
North Carolina
$3K +$2.6K +4 New
IAMOG
1742
Investors Asset Management of Georgia
Georgia
$3K +$3.26K +5 New
HC
1743
Hoese & Co
Minnesota
$2K -$39.1K -60 -95%
FWM
1744
Focused Wealth Management
New York
$2K – – –
WWM
1745
Wolff Wiese Magana
California
$2K – – –
SFO
1746
Standard Family Office
South Dakota
$2K +$1.95K +3 New
GWMIA
1747
Global Wealth Management Investment Advisory
Florida
$2K +$2.6K +4 New
TWP
1748
TFO Wealth Partners
Ohio
$2K +$2.6K +4 New
FSWA
1749
Financial Synergies Wealth Advisors
Texas
$1.83K +$1.95K +3 New
PI
1750
PEAK6 Investments
Illinois
$1.18K -$651 -1 -33%