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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1751
Blue Bell Private Wealth Management
Pennsylvania
$16.3K – – –
CFD
1752
Creative Financial Designs
Indiana
$15.2K +$668 +1 +5%
MRCM
1753
M&R Capital Management
New Jersey
$15.1K +$2K +3 +17%
LFA
1754
Legend Financial Advisors
Pennsylvania
$14.9K – – –
RWM
1755
Raffa Wealth Management
District of Columbia
$14.9K – – –
GFL
1756
Granite FO LLC
New Hampshire
$14.3K +$13.4K +20 New
SC
1757
Schubert & Co
Texas
$14.2K +$4.67K +7 +54%
FPB
1758
First PREMIER Bank
South Dakota
$14K – – –
CSPAM
1759
Cary Street Partners Asset Management
Virginia
$13.5K – – –
CMA
1760
Cedar Mountain Advisors
Oregon
$13.5K – – –
FCMT
1761
Founders Capital Management (Texas)
Texas
$13K – – –
KFP
1762
KB Financial Partners
New Jersey
$13K – – –
SC
1763
Stephens Consulting
Michigan
$12.8K -$11.4K -17 -49%
CSWM
1764
Cassady Schiller Wealth Management
Ohio
$12K +$11.4K +17 New
CP
1765
Castleview Partners
Texas
$11.3K – – –
AW
1766
Avion Wealth
Texas
$11K – – –
CSB
1767
City State Bank
Iowa
$11K – – –
CAM
1768
Costello Asset Management
Pennsylvania
$10.6K -$13.4K -20 -57%
TCWA
1769
Ten Capital Wealth Advisors
Washington
$10.6K – – –
SC
1770
Sierra Capital
Florida
$10K – – –
OLVIG
1771
Oliver Lagore Vanvalin Investment Group
Michigan
$9.92K – – –
CWAF
1772
Core Wealth Advisors (Florida)
Florida
$9.92K +$9.35K +14 New
TCM
1773
Tradewinds Capital Management
Washington
$9.92K +$9.35K +14 New
KFS
1774
Kelly Financial Services
Massachusetts
$9.21K – – –
SIC
1775
SJS Investment Consulting
Ohio
$9.21K +$2K +3 +30%
69 70
71
72 73