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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1851
Realta Investment Advisors
Delaware
$277K +$12.3K +11 +5%
AHL
1852
Abel Hall LLC
Louisiana
$277K +$4.47K +4 +2%
BRIA
1853
Balanced Rock Investment Advisors
Massachusetts
$276K -$11.2K -10 -4%
GPI
1854
General Partner Inc
Pennsylvania
$276K
KFS
1855
Kelly Financial Services
Massachusetts
$276K -$5.59K -5 -2%
AWM
1856
Affinity Wealth Management
Delaware
$275K +$264K +236 New
AC
1857
Apella Capital
Connecticut
$274K +$262K +234 New
PDL
1858
Portfolio Design Labs
California
$274K +$263K +235 New
CC
1859
Copperleaf Capital
North Carolina
$273K +$22.4K +20 +9%
SI
1860
Saxon Interests
Texas
$273K +$271K +242 New
KIM
1861
Kestra Investment Management
Texas
$273K -$26.8K -24 -9%
CIS
1862
Custom Index Systems
New York
$272K +$260K +233 New
Financial Engines Advisors
1863
Financial Engines Advisors
California
$272K +$260K +233 New
FPGK
1864
Financial Partners Group (Kansas)
Kansas
$271K -$24.6K -22 -9%
PMG
1865
Private Management Group
California
$270K +$259K +232 New
SPWM
1866
Spartan Planning & Wealth Management
North Carolina
$269K -$47K -42 -15%
FC
1867
Financial Council
Maryland
$269K
BFWA
1868
Benchmark Financial Wealth Advisors
Florida
$269K +$2.24K +2 +0.9%
GSWM
1869
Golden State Wealth Management
California
$269K -$21.2K -19 -8%
CB
1870
CNB Bank
Pennsylvania
$268K +$142K +127 +123%
SAI
1871
Systematic Alpha Investments
New Jersey
$268K
Cohen & Steers
1872
Cohen & Steers
New York
$268K
JWM
1873
JGP Wealth Management
Oregon
$267K -$3.35K -3 -1%
SFWA
1874
Summit Financial Wealth Advisors
Louisiana
$266K +$5.59K +5 +2%
DTC
1875
Davidson Trust Company
Washington
$266K