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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2201
Magellan Asset Management
Australia
$69.6K – – –
EWP
2202
Elevation Wealth Partners
California
$67.4K -$29.5K -27 -30%
GWSA
2203
Global Wealth Strategies & Associates
Colorado
$66.5K -$3.28K -3 -5%
GAFA
2204
Garton & Associates Financial Advisors
Kentucky
$65.2K +$66.7K +61 New
CT
2205
Clearstead Trust
Maine
$64.9K -$3.28K -3 -5%
C
2206
Covestor
United Kingdom
$63K -$7.65K -7 -11%
SIA
2207
Sit Investment Associates
Minnesota
$62K – – –
WPA
2208
Wealth Preservation Advisors
Tennessee
$60.4K -$1.09K -1 -2%
EP
2209
Essential Partners
California
$60K -$6.56K -6 -10%
CMA
2210
Cedar Mountain Advisors
Oregon
$60K – – –
CNBTD
2211
Citizens National Bank Trust Department
Mississippi
$59.9K – – –
KAS
2212
Kemnay Advisory Services
New York
$59.9K +$61.2K +56 New
ORAM
2213
One River Asset Management
Connecticut
$59.9K +$61.2K +56 New
RFS
2214
Richardson Financial Services
Massachusetts
$58.9K +$2.19K +2 +4%
DI
2215
DAGCO Inc
Ohio
$58.6K – – –
RA
2216
Rational Advisors
New York
$56.7K -$372K -340 -87%
KLWA
2217
Kelly Lawrence W & Associates
California
$56.7K – – –
GA
2218
GoalVest Advisory
New York
$56.7K +$13.1K +12 +29%
TFM
2219
TFC Financial Management
Massachusetts
$56K – – –
AG
2220
AmeriFlex Group
Nevada
$55.7K -$109K -100 -66%
AWM
2221
Ameliora Wealth Management
Switzerland
$54.6K +$30.6K +28 +122%
GPFA
2222
Game Plan Financial Advisors
Ohio
$53.5K – – –
PWA
2223
Provenance Wealth Advisors
Florida
$53.5K – – –
SHIM
2224
Stone House Investment Management
Pennsylvania
$53.5K +$5.47K +5 +11%
OW
2225
Olistico Wealth
Oklahoma
$53.5K +$54.7K +50 New
87 88
89
90 91