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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2101
Crewe Advisors
Utah
$78.4K – – –
C
2102
Covestor
United Kingdom
$76K -$45.8K -41 -39%
GWSA
2103
Global Wealth Strategies & Associates
Colorado
$75.9K -$1.12K -1 -2%
MAM
2104
Magellan Asset Management
Australia
$75.8K -$7.83K -7 -10%
CT
2105
Clearstead Trust
Maine
$74.2K – – –
FCAS
2106
First Command Advisory Services
Texas
$73.5K +$30.2K +27 +75%
EP
2107
Essential Partners
California
$72.3K +$7.83K +7 +13%
SIA
2108
Sit Investment Associates
Minnesota
$68K – – –
WPA
2109
Wealth Preservation Advisors
Tennessee
$66.8K -$2.24K -2 -3%
PMFA
2110
Plante Moran Financial Advisors
Michigan
$66.5K -$78.3K -70 -55%
SCA
2111
Stuart Chaussee & Associates
California
$66.5K – – –
GFWA
2112
Grey Fox Wealth Advisors
Delaware
$66.1K +$63.7K +57 New
CNBTD
2113
Citizens National Bank Trust Department
Mississippi
$65.3K – – –
CMA
2114
Cedar Mountain Advisors
Oregon
$65K +$5.59K +5 +10%
DI
2115
DAGCO Inc
Ohio
$63.6K +$1.12K +1 +2%
RFS
2116
Richardson Financial Services
Massachusetts
$61.8K +$17.9K +16 +43%
KLWA
2117
Kelly Lawrence W & Associates
California
$61.8K – – –
TFM
2118
TFC Financial Management
Massachusetts
$61K – – –
TIM
2119
Tortoise Investment Management
New York
$60.6K +$11.2K +10 +24%
RF
2120
Rossby Financial
Florida
$59.3K +$16.8K +15 +41%
CCM
2121
Cloud Capital Management
Washington
$59K +$57K +51 New
PWA
2122
Provenance Wealth Advisors
Florida
$58.3K – – –
GPFA
2123
Game Plan Financial Advisors
Ohio
$58.3K +$22.4K +20 +67%
RPA
2124
Redwood Park Advisors
California
$57.2K – – –
AW
2125
Avion Wealth
Texas
$57K – – –
83 84
85
86 87