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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
HH
1926
Hilltop Holdings
Texas
– -$224K -267 Closed
AFP
1927
Ausdal Financial Partners
Iowa
– -$222K -265 Closed
GSC
1928
Ground Swell Capital
South Carolina
– -$221K -263 Closed
NAS
1929
Nicolet Advisory Services
Wisconsin
– -$215K -253 Closed
TIAM2
1930
Tru Independence Asset Management 2
Oregon
– -$200K -239 Closed
LWM
1931
Liberty Wealth Management
California
– -$192K -220 Closed
CX Institutional
1932
CX Institutional
Indiana
– -$169K -201 Closed
RCA
1933
Ranch Capital Advisors
Florida
– -$122K -145 Closed
MCF Advisors
1934
MCF Advisors
Kentucky
– -$111K -132 Closed
PH
1935
Pinnacle Holdings
Oklahoma
– -$97.3K -116 Closed
PHK
1936
Point72 Hong Kong
Hong Kong
– -$90.3K -99 Closed
CPC
1937
Consolidated Planning Corp
Georgia
– -$82K -98 Closed
Gerber Kawasaki Wealth & Investment Management
1938
Gerber Kawasaki Wealth & Investment Management
California
– -$73K -88 Closed
KIG
1939
Kowal Investment Group
Wisconsin
– -$43K -51 Closed
CDIA
1940
Capital Directions Investment Advisors
Georgia
– -$36K -43 Closed
RA
1941
Resolute Advisors
California
– -$34K -40 Closed
EWA
1942
Evolution Wealth Advisors
Florida
– -$26K -31 Closed
APWA
1943
Atlas Private Wealth Advisors
New Jersey
– -$25K -30 Closed
AL
1944
ADE LLC
Maryland
– -$21K -25 Closed
BMD
1945
Better Money Decisions
New Mexico
– -$21K -25 Closed
CFA
1946
Cahill Financial Advisors
Minnesota
– -$16K -19 Closed
AWM
1947
Avondale Wealth Management
Texas
– -$13K -15 Closed
FCFS
1948
First Command Financial Services
Texas
– -$9K -11 Closed
WLPWM
1949
Walled Lake Planning & Wealth Management
Illinois
– -$9K -11 Closed
CAC
1950
Certified Advisory Corp
Florida
– -$4K -5 Closed