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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1801
Elevation Wealth Partners
California
$53.7K -$54.6K -70 -51%
GA
1802
GoalVest Advisory
New York
$53.5K – – –
OW
1803
Olistico Wealth
Oklahoma
$53.5K +$53.1K +68 New
HWA
1804
HHM Wealth Advisors
Tennessee
$52.8K -$6.24K -8 -11%
CPG
1805
Cornerstone Planning Group
New Jersey
$51.2K -$1.56K -2 -3%
CWM
1806
Cranbrook Wealth Management
Michigan
$51.2K – – –
RFS
1807
Richardson Financial Services
Massachusetts
$50.4K +$4.68K +6 +10%
CJH
1808
Christopher J. Hasenberg
Wisconsin
$48.8K – – –
PCWA
1809
Pacific Capital Wealth Advisors
California
$48K +$44.5K +57 +1,425%
CHA
1810
Carmichael Hill & Associates
Maryland
$47.2K – – –
SIA
1811
Sit Investment Associates
Minnesota
$46K – – –
SIC
1812
Salem Investment Counselors
North Carolina
$45.7K -$49.9K -64 -52%
BC
1813
Barrett & Company
Rhode Island
$45.1K – – –
SHIM
1814
Stone House Investment Management
Pennsylvania
$44.9K -$7.02K -9 -14%
SCA
1815
Stuart Chaussee & Associates
California
$44.9K – – –
CT
1816
Clearstead Trust
Maine
$44.1K -$3.12K -4 -7%
CNBTD
1817
Citizens National Bank Trust Department
Mississippi
$44.1K – – –
ME
1818
McIlrath & Eck
Washington
$42.6K +$3.12K +4 +8%
AWM
1819
Abound Wealth Management
Tennessee
$42.5K – – –
CFD
1820
Creative Financial Designs
Indiana
$41.9K -$7.02K -9 -15%
BBPWM
1821
Blue Bell Private Wealth Management
Pennsylvania
$39.4K +$2.34K +3 +6%
HFS
1822
HBC Financial Services
Washington
$38K – – –
WOSD
1823
WFA of San Diego
California
$37.8K +$37.5K +48 New
SN
1824
Sittner & Nelson
Oregon
$37.8K – – –
C
1825
Covestor
United Kingdom
$37K +$780 +1 +2%
71 72
73
74 75