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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
2201
DiNuzzo Private Wealth
Pennsylvania
$26K – – –
NWM
2202
Nova Wealth Management
Florida
$26K -$2.07K -2 -7%
PF
2203
PlanVest Financial
Maryland
$26K – – –
PP
2204
Pacifica Partners
Canada
$25.9K – – –
AA
2205
Addison Advisors
Vermont
$25K -$18.6K -18 -41%
KLWA
2206
Kelly Lawrence W & Associates
California
$25K -$27.9K -27 -51%
OAJ
2207
Ogorek Anthony Joseph
New York
$25K +$1.03K +1 +4%
CFFP
2208
Center for Financial Planning
Michigan
$24K – – –
GPFA
2209
Game Plan Financial Advisors
Ohio
$24K – – –
SNBOSD
2210
Security National Bank of So Dak
Iowa
$24K +$25.9K +25 New
MWA
2211
Medallion Wealth Advisors
Connecticut
$23.1K – – –
HB
2212
Horizon Bancorp
Indiana
$23K – – –
PMIM
2213
Prudent Man Investment Management
Colorado
$22.5K – – –
MEG
2214
Millstone Evans Group
Colorado
$22.1K +$3.1K +3 +15%
PCM
2215
Penserra Capital Management
California
$22K – – –
HIA
2216
Highland Investment Advisors
Florida
$21.8K +$23.8K +23 New
MAS
2217
MPWM Advisory Solutions
Georgia
$21.8K – – –
TCM
2218
TD Capital Management
Tennessee
$21.6K – – –
CRI
2219
Commonwealth Retirement Investments
Virginia
$21.4K +$22.8K +22 New
AP
2220
Aspect Partners
Virginia
$21.2K – – –
SFS
2221
Sunrise Financial Services
Washington
$20.2K -$7.24K -7 -25%
AEPWM
2222
Atlantic Edge Private Wealth Management
Florida
$20.2K – – –
CFM
2223
Cornerstone Financial Management
Massachusetts
$20.2K +$9.31K +9 +75%
NEWAS
2224
N.E.W. Advisory Services
Wisconsin
$19.5K +$2.07K +2 +11%
BWS
2225
Buck Wealth Strategies
Colorado
$19.3K +$20.7K +20 New