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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1851
Redmont Wealth Advisors
Illinois
$25.2K – – –
FFL
1852
Financial Freedom LLC
Ohio
$25.2K – – –
AW
1853
Avion Wealth
Texas
$25K +$1.56K +2 +6%
DFA
1854
DHJJ Financial Advisors
Illinois
$23.6K – – –
AWM
1855
AllSquare Wealth Management
New York
$23.6K – – –
OPTFSNA
1856
Old Point Trust & Financial Services N A
Virginia
$23.6K – – –
DPW
1857
DiNuzzo Private Wealth
Pennsylvania
$22K +$10.1K +13 +87%
CAM
1858
Creekmur Asset Management
Illinois
$21.9K +$1.56K +2 +8%
SWM
1859
Sugarloaf Wealth Management
Georgia
$21.4K – – –
AA
1860
Addison Advisors
Vermont
$21.3K +$17.9K +23 +575%
VWA
1861
Valued Wealth Advisors
Utah
$20.8K +$1.56K +2 +8%
PCMC
1862
Planning Capital Management Corporation
Pennsylvania
$20.5K – – –
WFA
1863
West Financial Advisors
Iowa
$20.5K – – –
WWP
1864
WR Wealth Planners
Missouri
$20.5K -$61.6K -79 -75%
PO
1865
Private Ocean
California
$20.5K -$6.24K -8 -24%
CFFP
1866
Center for Financial Planning
Michigan
$19.7K – – –
RWM
1867
Raffa Wealth Management
District of Columbia
$19.7K – – –
SC
1868
Stephens Consulting
Michigan
$19.7K +$10.1K +13 +108%
RS
1869
Rakuten Securities
Japan
$18.9K -$78K -100 -81%
GI
1870
Gradient Investments
Minnesota
$18.9K -$3.12K -4 -14%
PIS
1871
POM Investment Strategies
North Carolina
$18.9K +$18.7K +24 New
AP
1872
Aspect Partners
Virginia
$17.3K – – –
SFC
1873
Strategic Financial Concepts
Texas
$17K +$13M +16,601 New
LFA
1874
Legend Financial Advisors
Pennsylvania
$16.5K – – –
FW
1875
Fairway Wealth
Ohio
$16.5K +$16.4K +21 New
73 74
75
76 77