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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
BRIA
2026
Balanced Rock Investment Advisors
Massachusetts
$206K -$5.26K -5 -2%
GHAM
2027
Gilman Hill Asset Management
Connecticut
$206K – – –
Simplify Asset Management
2028
Simplify Asset Management
Nevada
$206K +$225K +214 New
NRG
2029
Nemes Rush Group
Michigan
$205K +$4.21K +4 +2%
ME
2030
McIlrath & Eck
Washington
$205K +$1.05K +1 +0.5%
FDS
2031
Freedom Day Solutions
Texas
$205K -$8.42K -8 -4%
BGAI
2032
Bruce G. Allen Investments
Colorado
$204K -$16.8K -16 -7%
JF
2033
Joule Financial
Kentucky
$204K -$3.16K -3 -1%
CPW
2034
Cogent Private Wealth
Florida
$204K +$3.16K +3 +1%
CIS
2035
Custom Index Systems
New York
$204K +$223K +212 New
IWP
2036
Invenio Wealth Partners
Florida
$203K -$49.4K -47 -18%
WFAG
2037
Wescott Financial Advisory Group
Pennsylvania
$203K -$5.26K -5 -2%
PWS
2038
Proactive Wealth Strategies
Georgia
$202K +$222K +211 New
CWA
2039
Consilio Wealth Advisors
Washington
$202K +$5.26K +5 +2%
CB
2040
CNB Bank
Pennsylvania
$202K -$17.9K -17 -7%
SIA
2041
Sovereign Investment Advisors
Arizona
$202K +$221K +210 New
RWC
2042
Rare Wolf Capital
Washington
$201K +$220K +209 New
AIA
2043
Accelerate Investment Advisors
California
$201K -$6.31K -6 -3%
RCG
2044
Regatta Capital Group
California
$200K +$219K +208 New
PWM
2045
Proathlete Wealth Management
Florida
$199K – – –
PGAM
2046
Princeton Global Asset Management
New Jersey
$199K +$1.05K +1 +0.5%
SWA
2047
SOA Wealth Advisors
New York
$198K -$16.8K -16 -0.1%
SGFG
2048
Silver Grove Financial Group
New York
$197K +$216K +205 New
TVWM
2049
Tower View Wealth Management
Wisconsin
$192K – – –
KFAS
2050
Keating Financial Advisory Services
Kansas
$191K +$11.6K +11 +6%