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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1726
Redmont Wealth Advisors
Illinois
$30.4K – – –
DFA
1727
DHJJ Financial Advisors
Illinois
$28.5K – – –
AWM
1728
AllSquare Wealth Management
New York
$28.5K – – –
OPTFSNA
1729
Old Point Trust & Financial Services N A
Virginia
$28.5K – – –
ORAM
1730
One River Asset Management
Connecticut
$27.4K +$25.1K +29 New
DPW
1731
DiNuzzo Private Wealth
Pennsylvania
$26.6K – – –
WWP
1732
WR Wealth Planners
Missouri
$26.6K +$1.73K +2 +8%
SWM
1733
Sugarloaf Wealth Management
Georgia
$25.8K – – –
QL
1734
Quarry LP
New York
$25.6K -$13K -15 -36%
AEPWM
1735
Atlantic Edge Private Wealth Management
Florida
$25.6K +$13.8K +16 +145%
FWM
1736
FSA Wealth Management
Massachusetts
$25.6K +$23.4K +27 New
VWA
1737
Valued Wealth Advisors
Utah
$25K – – –
PCMC
1738
Planning Capital Management Corporation
Pennsylvania
$24.7K – – –
CFFP
1739
Center for Financial Planning
Michigan
$23.7K – – –
RWM
1740
Raffa Wealth Management
District of Columbia
$23.7K – – –
CAM
1741
Creekmur Asset Management
Illinois
$21.7K -$4.33K -5 -18%
HGA
1742
Hobbs Group Advisors
South Carolina
$20.9K +$16.4K +19 +633%
PP
1743
PFS Partners
New Jersey
$20.9K -$16.4K -19 -46%
AP
1744
Aspect Partners
Virginia
$20.9K – – –
CSB
1745
City State Bank
Iowa
$19K – – –
PP
1746
Pacifica Partners
Canada
$19K – – –
TCG
1747
Transcendent Capital Group
Oklahoma
$19K – – –
GFL
1748
Granite FO LLC
New Hampshire
$19K +$17.3K +20 New
MRCM
1749
M&R Capital Management
New Jersey
$18.7K +$2.6K +3 +18%
DWM
1750
Darwin Wealth Management
Florida
$18.5K +$16.4K +19 New
68 69
70
71 72