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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
APW
2126
Allied Private Wealth
Florida
$65.9K +$68.3K +66 New
MGI
2127
Miller Global Investments
Texas
$64.4K +$1.03K +1 +2%
PMFA
2128
Plante Moran Financial Advisors
Michigan
$64.4K +$11.4K +11 +20%
OW
2129
Olistico Wealth
Oklahoma
$63.5K +$10.3K +10 +18%
OA
2130
Operose Advisors
Wisconsin
$62.5K -$32.1K -31 -32%
RFS
2131
Richardson Financial Services
Massachusetts
$60.6K +$7.24K +7 +13%
HCM
2132
Hollencrest Capital Management
California
$60.6K -$86.9K -84 -57%
OCM
2133
Osterweis Capital Management
California
$59.6K – – –
CT
2134
Clearstead Trust
Maine
$58.3K – – –
BG
2135
Bollard Group
Massachusetts
$58K +$1.03K +1 +2%
RA
2136
Rational Advisors
New York
$57.7K +$7.24K +7 +13%
GXJ
2137
Global X Japan
Japan
$56.7K -$9.31K -9 -13%
SIA
2138
Sit Investment Associates
Minnesota
$56K – – –
SIM
2139
Synergy Investment Management
Florida
$55.5K +$12.4K +12 +27%
WA
2140
WPG Advisers
Maryland
$54.8K +$23.8K +23 +68%
CMA
2141
Cedar Mountain Advisors
Oregon
$54.4K +$1.03K +1 +2%
CNBTD
2142
Citizens National Bank Trust Department
Mississippi
$53.8K – – –
KAS
2143
Kemnay Advisory Services
New York
$52.9K +$6.21K +6 +12%
WAG
2144
Wilkerson Advisory Group
Missouri
$52.9K +$21.7K +21 +62%
BIAS
2145
Beacon Investment Advisory Services
New Jersey
$51.9K – – –
AW
2146
Avion Wealth
Texas
$51K +$9.31K +9 +20%
CVM
2147
Cheviot Value Management
California
$51K +$20.7K +20 +61%
AG
2148
AmeriFlex Group
Nevada
$50K – – –
CSB
2149
City State Bank
Iowa
$50K – – –
MCI
2150
MRP Capital Investments
Georgia
$48.1K -$66.2K -64 -56%