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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2026
Cranbrook Wealth Management
Michigan
$70K +$2.94K +3 +4%
NC
2027
NewSquare Capital
Pennsylvania
$67.2K +$45.1K +46 +184%
CA
2028
Crewe Advisors
Utah
$63.2K – – –
AT
2029
Avalon Trust
New Mexico
$62.1K +$5.88K +6 +10%
C
2030
Covestor
United Kingdom
$62K +$980 +1 +2%
BBPWM
2031
Blue Bell Private Wealth Management
Pennsylvania
$61.5K +$10.8K +11 +20%
OA
2032
Operose Advisors
Wisconsin
$61.5K +$63.7K +65 New
MSG
2033
Main Street Group
Virginia
$59.6K +$49K +50 +385%
Magellan Asset Management
2034
Magellan Asset Management
Australia
$59.6K – – –
Sit Investment Associates
2035
Sit Investment Associates
Minnesota
$55K – – –
WPA
2036
Wealth Preservation Advisors
Tennessee
$55K +$56.8K +58 New
Saudi Central Bank
2037
Saudi Central Bank
Saudi Arabia
$54.9K +$56.8K +58 New
SCA
2038
Stuart Chaussee & Associates
California
$53.9K – – –
SHIM
2039
Stone House Investment Management
Pennsylvania
$53.9K +$55.9K +57 New
TFM
2040
TFC Financial Management
Massachusetts
$53.1K +$17.6K +18 +47%
CNBTD
2041
Citizens National Bank Trust Department
Mississippi
$53K – – –
KLWA
2042
Kelly Lawrence W & Associates
California
$50.2K +$51.9K +53 New
AWM
2043
Abound Wealth Management
Tennessee
$49.2K -$3.92K -4 -7%
CJH
2044
Christopher J. Hasenberg
Wisconsin
$49.1K -$9.8K -10 -16%
FWA
2045
FSC Wealth Advisors
New York
$48.3K -$3.92K -4 -7%
CT
2046
Clearstead Trust
Maine
$47.7K -$9.8K -10 -17%
CMA
2047
Cedar Mountain Advisors
Oregon
$47.6K – – –
OW
2048
Olistico Wealth
Oklahoma
$47.3K – – –
Harvest Fund Management
2049
Harvest Fund Management
China
$47K -$493K -503 -91%
RPA
2050
Redwood Park Advisors
California
$46.4K – – –