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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
2051
Tarbox Family Office
California
$223K -$6.56K -6 -3%
SFS
2052
Security Financial Services
Indiana
$223K +$26.2K +24 +13%
PWM
2053
Proathlete Wealth Management
Florida
$222K
WRPWM
2054
Werba Rubin Papier Wealth Management
California
$222K -$74.3K -68 -25%
FFG
2055
Fiduciary Financial Group
California
$221K -$6.56K -6 -3%
ACM
2056
Aspen Capital Management
Idaho
$220K
PGAM
2057
Princeton Global Asset Management
New Jersey
$220K +$50.3K +46 +29%
TWA
2058
TCI Wealth Advisors
Arizona
$220K -$89.6K -82 -29%
CWA
2059
Consilio Wealth Advisors
Washington
$219K
BCM
2060
Blume Capital Management
California
$219K
VFPW
2061
Vantage Financial Partners (Wisconsin)
Wisconsin
$219K -$3.28K -3 -1%
BEW
2062
Burton Enright Welch
California
$217K
MCM
2063
Mitchell Capital Management
Kansas
$216K
DE
2064
DV Equities
Illinois
$216K +$221K +202 New
MWM
2065
Maltin Wealth Management
New Jersey
$216K -$3.28K -3 -1%
GFA
2066
Gallagher Fiduciary Advisors
Illinois
$216K +$1.09K +1 +0.5%
QFPS
2067
Quantum Financial Planning Services
Washington
$216K -$125K -114 -36%
OP
2068
ORG Partners
Indiana
$215K -$7.65K -7 -3%
QIM
2069
Quest Investment Management
Oregon
$215K -$23K -21 -9%
WA
2070
Winter & Associates
Minnesota
$214K +$219K +200 New
CA
2071
Cullinan Associates
Kentucky
$214K -$236K -216 -52%
ACG
2072
Allen Capital Group
Nebraska
$214K -$17.5K -16 -7%
EI
2073
eCIO Inc
Wisconsin
$214K -$16.4K -15 -7%
CCM
2074
Collar Capital Management
Wisconsin
$214K -$1.09K -1 -0.5%
TVWM
2075
Tower View Wealth Management
Wisconsin
$214K