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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
AA
2051
Addison Advisors
Vermont
$45.4K -$1.96K -2 -4%
SN
2052
Sittner & Nelson
Oregon
$45.4K – – –
FAM
2053
Flaharty Asset Management
Florida
$45.4K +$47K +48 New
CFD
2054
Creative Financial Designs
Indiana
$44.8K +$980 +1 +2%
RWS
2055
Retirement Wealth Solutions
Wisconsin
$44.6K – – –
GWSG
2056
GPS Wealth Strategies Group
Colorado
$43.5K – – –
PMIM
2057
Prudent Man Investment Management
Colorado
$43.1K – – –
AP
2058
Atwood & Palmer
Missouri
$42.6K +$9.8K +10 +29%
CW
2059
Curio Wealth
Maryland
$41K -$38.2K -39 -98%
FG
2060
Fairman Group
Pennsylvania
$41K – – –
RFS
2061
Richardson Financial Services
Massachusetts
$40.7K -$20.6K -21 -33%
CWM
2062
Cedar Wealth Management
California
$39.8K – – –
CAIM
2063
Catherine Avery Investment Management
Florida
$39.8K +$41.2K +42 New
Acadian Asset Management
2064
Acadian Asset Management
Massachusetts
$39K – – –
CMP
2065
Coston McIsaac & Partners
Maine
$39K – – –
RF
2066
Robinswood Financial
Washington
$39K +$25.5K +26 +173%
GA
2067
GoalVest Advisory
New York
$38.8K -$6.86K -7 -15%
LAMC
2068
Longview Asset Management (California)
California
$38.8K – – –
PSFG
2069
Park Square Financial Group
Georgia
$38.8K -$7.84K -8 -16%
WAS
2070
Winch Advisory Services
Wisconsin
$38.2K – – –
Banque Transatlantique
2071
Banque Transatlantique
France
$37.8K -$25.5K -26 -39%
NEWAS
2072
N.E.W. Advisory Services
Wisconsin
$37.1K +$38.2K +39 New
SIM
2073
Synergy Investment Management
Florida
$37.1K -$980 -1 -3%
NWM
2074
Nova Wealth Management
Florida
$36.9K +$38.2K +39 New
AW
2075
Avion Wealth
Texas
$36K – – –