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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
2026
First United Bank & Trust
Maryland
$94.4K – – –
HNW
2027
High Note Wealth
Minnesota
$93.4K -$11.3K -12 -12%
API
2028
Asset Planning Inc
California
$93.4K – – –
MWM
2029
Mascoma Wealth Management
New Hampshire
$92.3K – – –
RA
2030
Rise Advisors
New York
$91.6K – – –
TFGT
2031
TS Financial Group (TSFG)
Illinois
$91K – – –
AWM
2032
Accredited Wealth Management
Kentucky
$90.2K – – –
HWA
2033
HHM Wealth Advisors
Tennessee
$88.2K – – –
BHWM
2034
Beaird Harris Wealth Management
Texas
$88.1K -$1.89K -2 -2%
EWP
2035
Elevation Wealth Partners
California
$85.5K -$14.2K -15 -15%
NL
2036
NVWM LLC
Pennsylvania
$82.9K – – –
RWM
2037
Raffa Wealth Management
District of Columbia
$82.9K +$48.2K +51 +182%
DCM
2038
Disciplina Capital Management
Tennessee
$82K – – –
SVWA
2039
Sarver Vrooman Wealth Advisors
Missouri
$81.8K – – –
BL
2040
BFSG LLC
California
$80.8K – – –
MFG
2041
Mendota Financial Group
Wisconsin
$78.7K -$3.78K -4 -5%
CFS
2042
CGC Financial Services
Oregon
$78.7K – – –
CAM
2043
Costello Asset Management
Pennsylvania
$78.2K -$9.46K -10 -12%
CPG
2044
Cornerstone Planning Group
New Jersey
$75.6K -$21.7K -23 -25%
MAM
2045
Magellan Asset Management
Australia
$75.5K +$8.51K +9 +14%
RA
2046
Rational Advisors
New York
$75.5K +$68.1K +72 New
OA
2047
Operose Advisors
Wisconsin
$74.5K +$5.67K +6 +9%
CWM
2048
Cranbrook Wealth Management
Michigan
$74.5K -$2.84K -3 -4%
CA
2049
Crewe Advisors
Utah
$70.3K – – –
GWSA
2050
Global Wealth Strategies & Associates
Colorado
$69.3K -$12.3K -13 -16%
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82
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