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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
2076
First United Bank & Trust
Maryland
$108K +$3.35K +3 +3%
JWM
2077
JPL Wealth Management
Colorado
$106K +$101K +90 New
RA
2078
Rise Advisors
New York
$105K +$3.35K +3 +3%
EWP
2079
Elevation Wealth Partners
California
$105K +$8.94K +8 +10%
TFGT
2080
TS Financial Group (TSFG)
Illinois
$104K +$4.47K +4 +5%
API
2081
Asset Planning Inc
California
$104K – – –
HNW
2082
High Note Wealth
Minnesota
$104K – – –
MWM
2083
Mascoma Wealth Management
New Hampshire
$103K – – –
AWM
2084
Accredited Wealth Management
Kentucky
$100K -$91.7K -82 -95%
SIS
2085
Sound Income Strategies
Florida
$94.6K +$90.6K +81 New
HWA
2086
HHM Wealth Advisors
Tennessee
$93.4K -$4.47K -4 -5%
YP
2087
YANKCOM Partnership
South Dakota
$93.3K -$12.3K -11 -12%
NL
2088
NVWM LLC
Pennsylvania
$92.1K – – –
VC
2089
Vestor Capital
Illinois
$92K -$42.3M -37,861 -100%
DCM
2090
Disciplina Capital Management
Tennessee
$91.6K +$1.12K +1 +1%
SVWA
2091
Sarver Vrooman Wealth Advisors
Missouri
$90.9K – – –
BL
2092
BFSG LLC
California
$89.8K – – –
MFG
2093
Mendota Financial Group
Wisconsin
$87.4K – – –
CFS
2094
CGC Financial Services
Oregon
$87.4K – – –
CAM
2095
Costello Asset Management
Pennsylvania
$87K – – –
RS
2096
Rakuten Securities
Japan
$83.9K -$132K -118 -62%
AWM
2097
Abound Wealth Management
Tennessee
$83.6K +$22.4K +20 +38%
CWM
2098
Cranbrook Wealth Management
Michigan
$82.8K – – –
KFA
2099
Kelleher Financial Advisors
New York
$82.8K +$79.4K +71 New
OA
2100
Operose Advisors
Wisconsin
$82.8K – – –
82 83
84
85 86