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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1926
Horizons Wealth Management
North Carolina
$5.68K
PA
1927
PSI Advisors
Florida
$5.46K
FGAM
1928
Financial Gravity Asset Management
Texas
$5.26K -$8.84K -11 -61%
GWSA
1929
Global Wealth Strategies & Associates
Colorado
$5K
NCM
1930
Northwest Capital Management
Oregon
$5K
PPWM
1931
PFG Private Wealth Management
Florida
$4.17K
RWPA
1932
Richard W. Paul & Associates
Michigan
$4.17K
RWM
1933
Ruedi Wealth Management
Illinois
$4.17K
AFWM
1934
Abich Financial Wealth Management
Virginia
$4.17K +$4.02K +5 New
RTL
1935
Red Tortoise LLC
Georgia
$4.17K +$4.02K +5 New
TCM
1936
TruNorth Capital Management
Michigan
$4.17K +$4.02K +5 New
APC
1937
Aspire Private Capital
North Carolina
$3.6K
CWAF
1938
Core Wealth Advisors (Florida)
Florida
$3.38K
ECM
1939
Everence Capital Management
Indiana
$3.34K
LTI
1940
Laffer Tengler Investments
Tennessee
$3.33K -$4.82K -6 -60%
HWM
1941
HighMark Wealth Management
Minnesota
$3.33K
PCWA
1942
Pacific Capital Wealth Advisors
California
$3.33K
AA
1943
Addison Advisors
Vermont
$3.33K +$3.21K +4 New
W
1944
WealthCollab
Washington
$2.5K
WWM
1945
Wolff Wiese Magana
California
$2.5K
IPW
1946
Impact Partnership Wealth
Georgia
$2.5K
IHWM
1947
Iron Horse Wealth Management
Iowa
$2.5K
SA
1948
Scarborough Advisors
Maryland
$2.5K
FIA
1949
FPC Investment Advisory
California
$2.29K +$2.41K +3 New
CTWM
1950
Cherry Tree Wealth Management
Minnesota
$1.67K