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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
2051
Carolinas Wealth Consulting
North Carolina
– -$161K -205 Closed
TFF
2052
The Family Firm
Maryland
– -$145K -185 Closed
IWA
2053
IBEX Wealth Advisors
New Jersey
– -$127K -161 Closed
OWA
2054
Opal Wealth Advisors
New York
– -$102K -130 Closed
UWS
2055
Unique Wealth Strategies
Illinois
– -$102K -122 Closed
A
2056
AlphaQuest
New York
– -$94.5K -120 Closed
BL
2057
BFSG LLC
California
– -$83.5K -106 Closed
KFS
2058
Kelly Financial Services
Massachusetts
– -$83.6K -106 Closed
MFG
2059
Mendota Financial Group
Wisconsin
– -$77.3K -98 Closed
CFS
2060
CGC Financial Services
Oregon
– -$59K -75 Closed
EWP
2061
Elevation Wealth Partners
California
– -$53.7K -68 Closed
BC
2062
Barrett & Company
Rhode Island
– -$45.1K -57 Closed
ME
2063
McIlrath & Eck
Washington
– -$42.6K -54 Closed
CWM
2064
Cedar Wealth Management
California
– -$33.1K -42 Closed
OA
2065
Operose Advisors
Wisconsin
– -$33.1K -42 Closed
KC
2066
Knuff & Co
California
– -$31.5K -40 Closed
CC
2067
Cypress Capital
Tennessee
– -$29.9K -38 Closed
TSWM
2068
Tyler-Stone Wealth Management
Ohio
– -$26.7K -34 Closed
WFA
2069
West Financial Advisors
Iowa
– -$20.5K -26 Closed
GI
2070
Gradient Investments
Minnesota
– -$18.9K -24 Closed
PIS
2071
POM Investment Strategies
North Carolina
– -$18.9K -24 Closed
SFC
2072
Strategic Financial Concepts
Texas
– -$17K -22 Closed
FW
2073
Fairway Wealth
Ohio
– -$16.5K -21 Closed
LFA
2074
Legend Financial Advisors
Pennsylvania
– -$16.5K -21 Closed
CMA
2075
Cedar Mountain Advisors
Oregon
– -$15K -19 Closed