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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2151
Provenance Wealth Advisors
Florida
$48.1K – – –
RPA
2152
Redwood Park Advisors
California
$46.2K – – –
QL
2153
Quarry LP
New York
$46.2K -$174K -168 -78%
EWP
2154
Elevation Wealth Partners
California
$46.2K -$8.27K -8 -14%
CBT
2155
CoreFirst Bank & Trust
Kansas
$46.2K – – –
SN
2156
Sittner & Nelson
Oregon
$46.2K – – –
RWM
2157
Rialto Wealth Management
New York
$46.2K +$25.9K +25 +109%
CMP
2158
Coston McIsaac & Partners
Maine
$44K – – –
HFS
2159
Hughes Financial Services
Virginia
$43.3K +$22.8K +22 +96%
FLP
2160
Financial Life Planners
Arizona
$43.2K – – –
RWS
2161
Retirement Wealth Solutions
Wisconsin
$42.5K – – –
BBPWM
2162
Blue Bell Private Wealth Management
Pennsylvania
$41.3K – – –
PS
2163
Planning Strategies
Pennsylvania
$41.3K +$44.5K +43 New
AFC
2164
Ares Financial Consulting
California
$40.4K – – –
SFAM
2165
Sawyer Falduto Asset Management
Illinois
$40.4K – – –
RF
2166
Robinswood Financial
Washington
$40.4K – – –
RBC
2167
Roble Belko & Company
Pennsylvania
$40K -$1.03K -1 -2%
TWM
2168
Tripletail Wealth Management
Florida
$39.8K – – –
GA
2169
GoalVest Advisory
New York
$39.4K – – –
LAMC
2170
Longview Asset Management (California)
California
$39.4K – – –
WAS
2171
Winch Advisory Services
Wisconsin
$39K +$1.03K +1 +3%
BF
2172
Brooklyn FI
New York
$37K +$36.2K +35 New
BCM
2173
Boreal Capital Management
Florida
$36.5K – – –
WIM
2174
Westside Investment Management
California
$36.5K – – –
JGCM
2175
Joseph Group Capital Management
Ohio
$36.5K +$12.4K +12 +46%
85 86
87
88 89