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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
1851
Financial Synergies Wealth Advisors
Texas
$26.2K -$39.8K -57 -61%
FFL
1852
Financial Freedom LLC
Ohio
$25.6K +$698 +1 +3%
DMKJ
1853
David M. Knott Jr
$25K – – –
DFA
1854
DHJJ Financial Advisors
Illinois
$24.4K – – –
WPWM
1855
Western Pacific Wealth Management
Illinois
$24.4K -$4.89K -7 -19%
AWM
1856
AllSquare Wealth Management
New York
$24.4K – – –
OPTFSNA
1857
Old Point Trust & Financial Services N A
Virginia
$24.4K +$20.9K +30 New
VL
1858
Vima LLC
Michigan
$24.4K +$20.9K +30 New
BC
1859
Belmont Capital
California
$23.4K – – –
AW
1860
Avion Wealth
Texas
$23K -$1.4K -2 -7%
IGWM
1861
ICA Group Wealth Management
Colorado
$23K +$19.5K +28 New
SWM
1862
Sugarloaf Wealth Management
Georgia
$21.9K – – –
WFA
1863
West Financial Advisors
Iowa
$21.1K -$6.98K -10 -28%
CFFP
1864
Center for Financial Planning
Michigan
$20.3K – – –
AP
1865
Aspect Partners
Virginia
$17.9K +$15.4K +22 New
LFA
1866
Legend Financial Advisors
Pennsylvania
$17K – – –
RWM
1867
Raffa Wealth Management
District of Columbia
$17K – – –
CMA
1868
Cedar Mountain Advisors
Oregon
$17K +$1.4K +2 +11%
GFL
1869
Granite FO LLC
New Hampshire
$16.2K – – –
NSG
1870
Nalls Sherbakoff Group
Tennessee
$16.2K – – –
TCG
1871
Transcendent Capital Group
Oklahoma
$16.2K +$14K +20 New
CSB
1872
City State Bank
Iowa
$16K – – –
HFM
1873
Harvest Fund Management
China
$16K – – –
SIS
1874
Sound Income Strategies
Florida
$15.4K -$10.5K -15 -44%
PS
1875
Planned Solutions
California
$15.4K +$13.3K +19 New
73 74
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76 77