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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
2126
West Financial Advisors
Iowa
$27.3K – – –
CFFP
2127
Center for Financial Planning
Michigan
$26.2K – – –
CAIM
2128
Catherine Avery Investment Management
Florida
$26.2K -$16.1K -17 -40%
OAJ
2129
Ogorek Anthony Joseph
New York
$26K -$12.3K -13 -34%
MWA
2130
Medallion Wealth Advisors
Connecticut
$25.3K – – –
VWA
2131
Valued Wealth Advisors
Utah
$24.7K +$946 +1 +4%
MAS
2132
MPWM Advisory Solutions
Georgia
$23.3K – – –
HFS
2133
Hughes Financial Services
Virginia
$22.4K +$6.62K +7 +54%
KWM
2134
Kiker Wealth Management
Georgia
$22K -$2.84K -3 -13%
CM
2135
Capula Management
Cayman Islands
$21K -$184K -195 -91%
BBPWM
2136
Blue Bell Private Wealth Management
Pennsylvania
$21K -$42.6K -45 -69%
NSG
2137
Nalls Sherbakoff Group
Tennessee
$21K -$3.78K -4 -17%
CSB
2138
City State Bank
Iowa
$21K – – –
GFL
2139
Granite FO LLC
New Hampshire
$21K – – –
AIA
2140
Aventus Investment Advisors
Florida
$21K +$18.9K +20 New
PP
2141
PrairieView Partners
Minnesota
$20K -$2.84K -3 -13%
RWA
2142
Redmont Wealth Advisors
Illinois
$19.9K – – –
NEWAS
2143
N.E.W. Advisory Services
Wisconsin
$18.9K -$19.9K -21 -54%
DWM
2144
Dogwood Wealth Management
Kansas
$18.3K +$15.1K +16 +1,600%
SC
2145
Stephens Consulting
Michigan
$17.8K +$2.84K +3 +21%
JFG
2146
JDM Financial Group
Texas
$17.8K -$1.89K -2 -11%
SRCM
2147
Signature Resources Capital Management
California
$17.8K – – –
VWA
2148
VSM Wealth Advisory
Maryland
$16.8K – – –
IWP
2149
IAG Wealth Partners
Wisconsin
$15.7K – – –
KG
2150
Kilter Group
New York
$15.7K +$14.2K +15 New