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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
W
1876
Wealthquest
Ohio
$310K +$317K +290 New
RFA
1877
Register Financial Advisors
Georgia
$310K +$18.6K +17 +6%
BFA
1878
Beaumont Financial Advisors
Massachusetts
$309K -$867K -793 -73%
RCM
1879
Requisite Capital Management
Texas
$308K -$192K -176 -38%
PGIM Custom Harvest
1880
PGIM Custom Harvest
New Jersey
$308K +$36.1K +33 +13%
AA
1881
ABC Arbitrage
France
$306K +$313K +286 New
Kovitz Investment Group Partners
1882
Kovitz Investment Group Partners
Illinois
$304K -$22.7M -20,774 -99%
TWM
1883
Thrive Wealth Management
Pennsylvania
$303K -$13.1K -12 -4%
QWM
1884
QP Wealth Management
New Jersey
$303K +$309K +283 New
Smithfield Trust
1885
Smithfield Trust
Pennsylvania
$302K +$3.28K +3 +1%
ABWM
1886
Alpine Bank Wealth Management
Colorado
$301K – – –
Facet Wealth Inc
1887
Facet Wealth Inc
Maryland
$301K +$85.3K +78 +41%
SB
1888
Simmons Bank
Arkansas
$300K -$2.19K -2 -0.7%
CAM
1889
Carret Asset Management
New York
$300K – – –
AGC
1890
Aspen Grove Capital
Colorado
$298K +$1.09K +1 +0.4%
PCM
1891
Princeton Capital Management
New Jersey
$298K – – –
PWM
1892
Pines Wealth Management
North Carolina
$297K -$14.2K -13 -4%
JWA
1893
JFS Wealth Advisors
Pennsylvania
$296K +$25.1K +23 +9%
GHA
1894
Granite Harbor Advisors
Texas
$296K +$32.8K +30 +12%
FWA
1895
FSM Wealth Advisors
Ohio
$296K +$33.9K +31 +13%
SWM
1896
SHP Wealth Management
Massachusetts
$295K +$302K +276 New
RI
1897
Ruggiero Investments
Florida
$294K +$301K +275 New
SL
1898
Sentinus LLC
Illinois
$292K +$36.1K +33 +14%
FCCM
1899
First City Capital Management
Georgia
$292K – – –
FPH
1900
Financial Planning Hawaii
Hawaii
$292K +$298K +273 New