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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2101
Whipplewood Advisors
Colorado
$27.4K +$13.7K +14 New
RWM
2102
Raffa Wealth Management
District of Columbia
$26.5K – – –
AEPWM
2103
Atlantic Edge Private Wealth Management
Florida
$25.6K – – –
DPW
2104
DiNuzzo Private Wealth
Pennsylvania
$25.6K – – –
WFA
2105
West Financial Advisors
Iowa
$24.6K -$11.8K -12 -32%
CFFP
2106
Center for Financial Planning
Michigan
$23.7K – – –
RF
2107
Rossby Financial
Florida
$23.6K +$25.5K +26 New
NSG
2108
Nalls Sherbakoff Group
Tennessee
$22.8K +$23.5K +24 New
KWM
2109
Kiker Wealth Management
Georgia
$22.7K +$23.5K +24 New
MWA
2110
Medallion Wealth Advisors
Connecticut
$22.7K +$1.96K +2 +9%
VWA
2111
Valued Wealth Advisors
Utah
$22.2K -$980 -1 -4%
DWM
2112
Darwin Wealth Management
Florida
$22K – – –
PP
2113
Pacifica Partners
Canada
$21.3K +$3.92K +4 +20%
PP
2114
PrairieView Partners
Minnesota
$21K +$12.7K +13 +130%
MAS
2115
MPWM Advisory Solutions
Georgia
$20.9K – – –
AP
2116
Aspect Partners
Virginia
$19.9K – – –
GFL
2117
Granite FO LLC
New Hampshire
$18.9K – – –
CSB
2118
City State Bank
Iowa
$18.9K +$19.6K +20 New
JFG
2119
JDM Financial Group
Texas
$18K – – –
RWA
2120
Redmont Wealth Advisors
Illinois
$18K +$18.6K +19 New
TCM
2121
TD Capital Management
Tennessee
$17.1K +$17.6K +18 New
SRCM
2122
Signature Resources Capital Management
California
$16.1K – – –
PPWM
2123
PFG Private Wealth Management
Florida
$16.1K +$12.7K +13 +325%
CAM
2124
Creekmur Asset Management
Illinois
$15.2K -$6.86K -7 -30%
VWA
2125
VSM Wealth Advisory
Maryland
$15.1K – – –
83 84
85
86 87