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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1901
Shrier Wealth Management
California
$291K +$297K +272 New
MAM
1902
McLean Asset Management
Virginia
$291K -$1.09K -1 -0.4%
CIA
1903
Cape Investment Advisory
Georgia
$290K +$17.5K +16 +6%
RB
1904
Renasant Bank
Mississippi
$290K – – –
CAWM
1905
Capital Advisors Wealth Management
Washington
$290K +$16.4K +15 +6%
GFG
1906
Greystone Financial Group
Michigan
$289K – – –
FOA
1907
Five Oceans Advisors
California
$289K – – –
CMBA
1908
C.M. Bidwell & Associates
Hawaii
$288K -$12K -11 -4%
PWM
1909
Prentice Wealth Management
New York
$288K +$3.28K +3 +1%
EW
1910
Element Wealth
Mississippi
$286K +$17.5K +16 +6%
MASECO Private Wealth
1911
MASECO Private Wealth
$286K +$1.09K +1 +0.4%
CIAS
1912
CFS Investment Advisory Services
New Jersey
$285K +$9.84K +9 +4%
AU
1913
AlphaGrep UK
$285K +$291K +266 New
AW
1914
Alchemi Wealth
Connecticut
$284K +$290K +265 New
JCM
1915
Jacobsen Capital Management
Utah
$284K +$4.37K +4 +2%
5NPW
1916
55 North Private Wealth
Florida
$282K +$288K +263 New
AIM
1917
Alhambra Investment Management
Florida
$281K – – –
OC
1918
Opal Capital
Florida
$281K +$285K +261 New
AWAP
1919
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$280K +$8.75K +8 +3%
OAM
1920
Occidental Asset Management
California
$280K +$39.4K +36 +16%
CWM
1921
Cahaba Wealth Management
Georgia
$280K +$1.09K +1 +0.4%
BCG
1922
Breakwater Capital Group
New Jersey
$279K – – –
GRWP
1923
Green Ridge Wealth Planning
New Jersey
$279K +$285K +261 New
PCM
1924
Pincus Capital Management
New York
$279K +$285K +261 New
NA
1925
Nautilus Advisors
California
$278K – – –