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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
2026
Clark Wealth Partners
Illinois
$7.18K +$7.1K +7 New
CF
2027
Conquis Financial
California
$7.18K +$7.1K +7 New
PA
2028
PSI Advisors
Florida
$6.71K
SIC
2029
SJS Investment Consulting
Ohio
$6.15K -$11.2K -11 -65%
CCM
2030
Chilton Capital Management
Texas
$6.15K -$6.09K -6 -50%
KB
2031
Kimelman & Baird
New York
$6.15K
NCM
2032
Northwest Capital Management
Oregon
$6.15K
DMIC
2033
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.15K +$6.09K +6 New
HIMS
2034
Hager Investment Management Services
New Hampshire
$6.15K +$6.09K +6 New
PS
2035
PayPay Securities
Japan
$6.15K +$6.09K +6 New
WCM
2036
WealthTrak Capital Management
Virginia
$6.15K +$6.09K +6 New
HGERS
2037
Householder Group Estate & Retirement Specialist
Arizona
$6K -$2.03K -2 -25%
1IA
2038
1620 Investment Advisors
Massachusetts
$5.27K +$4.06K +4 +400%
RWM
2039
Ruedi Wealth Management
Illinois
$5.13K
HIW
2040
Holos Integrated Wealth
Pennsylvania
$5.13K +$5.08K +5 New
MFG
2041
Menard Financial Group
Texas
$5.13K +$5.08K +5 New
VWM
2042
Vermillion Wealth Management
Minnesota
$5.13K +$5.08K +5 New
HC
2043
Hoese & Co
Minnesota
$5.13K
TCM
2044
TruNorth Capital Management
Michigan
$4.1K
BC
2045
Barrett & Company
Rhode Island
$4.1K +$4.06K +4 New
PPWM
2046
PFG Private Wealth Management
Florida
$4.1K +$4.06K +4 New
PWA
2047
Principia Wealth Advisory
Texas
$4.1K +$4.06K +4 New
RFA
2048
Reyes Financial Architecture
California
$4.1K +$4.06K +4 New
HFS
2049
Hopwood Financial Services
Virginia
$3.28K +$3.04K +3 New
FIA
2050
FPC Investment Advisory
California
$3.23K +$3.04K +3 New