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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
1876
ICA Group Wealth Management
Colorado
$23.6K – – –
Gradient Investments
1877
Gradient Investments
Minnesota
$23.3K -$75.5K -94 -77%
SWM
1878
Sugarloaf Wealth Management
Georgia
$22.6K – – –
PCMC
1879
Planning Capital Management Corporation
Pennsylvania
$21.7K -$20.1K -25 -49%
WFA
1880
West Financial Advisors
Iowa
$21.7K – – –
AP
1881
Atwood & Palmer
Missouri
$21.7K +$12.9K +16 +160%
CAM
1882
Creekmur Asset Management
Illinois
$21.4K +$16.9K +21 +420%
MRCM
1883
M&R Capital Management
New Jersey
$21.1K -$8.84K -11 -31%
WIA
1884
Wetzel Investment Advisors
Indiana
$20.9K -$9.64K -12 -30%
CFFP
1885
Center for Financial Planning
Michigan
$20.8K – – –
RWM
1886
Raffa Wealth Management
District of Columbia
$20.8K +$3.21K +4 +19%
VWA
1887
Valued Wealth Advisors
Utah
$20.3K +$3.21K +4 +20%
T
1888
Tidemark
California
$20K +$8.03K +10 +71%
AP
1889
Aspect Partners
Virginia
$18.3K – – –
GFL
1890
Granite FO LLC
New Hampshire
$17.8K – – –
CMA
1891
Cedar Mountain Advisors
Oregon
$17.5K – – –
LFA
1892
Legend Financial Advisors
Pennsylvania
$17.5K – – –
CSB
1893
City State Bank
Iowa
$17K – – –
Harvest Fund Management
1894
Harvest Fund Management
China
$17K – – –
KFP
1895
Keener Financial Planning
Texas
$17K +$16.1K +20 New
TCG
1896
Transcendent Capital Group
Oklahoma
$16.7K – – –
PP
1897
Pacifica Partners
Canada
$16.3K – – –
OP
1898
ORG Partners
Indiana
$15.9K -$28.9K -36 -65%
TAM
1899
Tucker Asset Management
Colorado
$15.8K +$9.64K +12 +171%
CAM
1900
Costello Asset Management
Pennsylvania
$12.5K – – –