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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
2051
Creative Financial Designs
Indiana
$44.8K +$980 +1 +2%
RWS
2052
Retirement Wealth Solutions
Wisconsin
$44.6K
GWSG
2053
GPS Wealth Strategies Group
Colorado
$43.5K
PMIM
2054
Prudent Man Investment Management
Colorado
$43.1K
AP
2055
Atwood & Palmer
Missouri
$42.6K +$9.8K +10 +29%
CW
2056
Curio Wealth
Maryland
$41K -$38.2K -39 -98%
FG
2057
Fairman Group
Pennsylvania
$41K
RFS
2058
Richardson Financial Services
Massachusetts
$40.7K -$20.6K -21 -33%
CWM
2059
Cedar Wealth Management
California
$39.8K
CAIM
2060
Catherine Avery Investment Management
Florida
$39.8K +$41.2K +42 New
Acadian Asset Management
2061
Acadian Asset Management
Massachusetts
$39K
CMP
2062
Coston McIsaac & Partners
Maine
$39K
RF
2063
Robinswood Financial
Washington
$39K +$25.5K +26 +173%
GA
2064
GoalVest Advisory
New York
$38.8K -$6.86K -7 -15%
LAMC
2065
Longview Asset Management (California)
California
$38.8K
PSFG
2066
Park Square Financial Group
Georgia
$38.8K -$7.84K -8 -16%
WAS
2067
Winch Advisory Services
Wisconsin
$38.2K
BT
2068
Banque Transatlantique
France
$37.8K -$25.5K -26 -39%
NEWAS
2069
N.E.W. Advisory Services
Wisconsin
$37.1K +$38.2K +39 New
SIM
2070
Synergy Investment Management
Florida
$37.1K -$980 -1 -3%
NWM
2071
Nova Wealth Management
Florida
$36.9K +$38.2K +39 New
AW
2072
Avion Wealth
Texas
$36K
CAM
2073
Chesapeake Asset Management
New York
$36K
TIM
2074
Tortoise Investment Management
New York
$35K -$93.1K -95 -72%
FC
2075
Fairscale Capital
New Hampshire
$35K