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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1851
Kelly Financial Services
Massachusetts
$8.24K
ARIS
1852
Advanced Research Investment Solutions
California
$8K
SFO
1853
Standard Family Office
South Dakota
$8K +$8.21K +9 New
CM
1854
Cornerstone Management
Georgia
$7.33K +$7.3K +8 New
FP
1855
Financial Perspectives
Minnesota
$7.3K
CA
1856
Centerpoint Advisors
Massachusetts
$7K
DWP
1857
Destiny Wealth Partners
Florida
$7K
GTAM
1858
Global Trust Asset Management
Florida
$7K
SC
1859
Schubert & Co
Texas
$7K +$7.3K +8 New
PA
1860
PSI Advisors
Florida
$6K +$913 +1 +17%
TFGT
1861
TS Financial Group (TSFG)
Illinois
$6K +$1.82K +2 +50%
BIM
1862
Baldwin Investment Management
Pennsylvania
$5.78K +$114K +125 +2%
TLFA
1863
True Link Financial Advisors
California
$5K
MG
1864
MilWealth Group
Wisconsin
$4.58K
CHC
1865
City Holding Co
West Virginia
$4K -$16.4K -18 -78%
GLLW
1866
Graves Light Lenhart Wealth
Virginia
$4K
WWM
1867
Wolff Wiese Magana
California
$4K
LIM
1868
Longfellow Investment Management
Massachusetts
$3K
RDFA
1869
Ritter Daniher Financial Advisory
Ohio
$3K
CCM
1870
Chilton Capital Management
Texas
$3K +$2.74K +3 New
AWMS
1871
Advocacy Wealth Management Services
Georgia
$2K
RCC
1872
Red Cedar Capital
Nebraska
$2K
AA
1873
Addison Advisors
Vermont
$2K +$1.82K +2 New
RPCONE
1874
Retirement Planning Company of New England
Rhode Island
$2K +$2.74K +3 New
WA
1875
WestEnd Advisors
North Carolina
$1.83K +$1.82K +2 New