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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
2051
Global Strategic Investment Solutions
Arizona
$223K -$1.09K -1 -0.5%
FCM
2052
Fourpath Capital Management
Oklahoma
$223K -$10.9K -10 -5%
TFO
2053
Tarbox Family Office
California
$223K -$6.56K -6 -3%
SFS
2054
Security Financial Services
Indiana
$223K +$26.2K +24 +13%
PWM
2055
Proathlete Wealth Management
Florida
$222K – – –
WRPWM
2056
Werba Rubin Papier Wealth Management
California
$222K -$74.3K -68 -25%
FFG
2057
Fiduciary Financial Group
California
$221K -$6.56K -6 -3%
ACM
2058
Aspen Capital Management
Idaho
$220K – – –
PGAM
2059
Princeton Global Asset Management
New Jersey
$220K +$50.3K +46 +29%
TCI Wealth Advisors
2060
TCI Wealth Advisors
Arizona
$220K -$89.6K -82 -29%
CWA
2061
Consilio Wealth Advisors
Washington
$219K – – –
BCM
2062
Blume Capital Management
California
$219K – – –
VFPW
2063
Vantage Financial Partners (Wisconsin)
Wisconsin
$219K -$3.28K -3 -1%
BEW
2064
Burton Enright Welch
California
$217K – – –
MCM
2065
Mitchell Capital Management
Kansas
$216K – – –
DE
2066
DV Equities
Illinois
$216K +$221K +202 New
MWM
2067
Maltin Wealth Management
New Jersey
$216K -$3.28K -3 -1%
GFA
2068
Gallagher Fiduciary Advisors
Illinois
$216K +$1.09K +1 +0.5%
QFPS
2069
Quantum Financial Planning Services
Washington
$216K -$125K -114 -36%
OP
2070
ORG Partners
Indiana
$215K -$7.65K -7 -3%
QIM
2071
Quest Investment Management
Oregon
$215K -$23K -21 -9%
WA
2072
Winter & Associates
Minnesota
$214K +$219K +200 New
CA
2073
Cullinan Associates
Kentucky
$214K -$236K -216 -52%
ACG
2074
Allen Capital Group
Nebraska
$214K -$17.5K -16 -7%
EI
2075
eCIO Inc
Wisconsin
$214K -$16.4K -15 -7%