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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2076
Rise Advisors
New York
$105K +$3.35K +3 +3%
EWP
2077
Elevation Wealth Partners
California
$105K +$8.94K +8 +10%
TFGT
2078
TS Financial Group (TSFG)
Illinois
$104K +$4.47K +4 +5%
API
2079
Asset Planning Inc
California
$104K – – –
HNW
2080
High Note Wealth
Minnesota
$104K – – –
MWM
2081
Mascoma Wealth Management
New Hampshire
$103K – – –
AWM
2082
Accredited Wealth Management
Kentucky
$100K -$91.7K -82 -95%
SIS
2083
Sound Income Strategies
Florida
$94.6K +$90.6K +81 New
HWA
2084
HHM Wealth Advisors
Tennessee
$93.4K -$4.47K -4 -5%
YP
2085
YANKCOM Partnership
South Dakota
$93.3K -$12.3K -11 -12%
NL
2086
NVWM LLC
Pennsylvania
$92.1K – – –
VC
2087
Vestor Capital
Illinois
$92K -$42.3M -37,861 -100%
DCM
2088
Disciplina Capital Management
Tennessee
$91.6K +$1.12K +1 +1%
SVWA
2089
Sarver Vrooman Wealth Advisors
Missouri
$90.9K – – –
BL
2090
BFSG LLC
California
$89.8K – – –
MFG
2091
Mendota Financial Group
Wisconsin
$87.4K – – –
CFS
2092
CGC Financial Services
Oregon
$87.4K – – –
CAM
2093
Costello Asset Management
Pennsylvania
$87K – – –
RS
2094
Rakuten Securities
Japan
$83.9K -$132K -118 -62%
AWM
2095
Abound Wealth Management
Tennessee
$83.6K +$22.4K +20 +38%
CWM
2096
Cranbrook Wealth Management
Michigan
$82.8K – – –
KFA
2097
Kelleher Financial Advisors
New York
$82.8K +$79.4K +71 New
OA
2098
Operose Advisors
Wisconsin
$82.8K – – –
CA
2099
Crewe Advisors
Utah
$78.4K – – –
C
2100
Covestor
United Kingdom
$76K -$45.8K -41 -39%
82 83
84
85 86