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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
2201
Intentional Wealth Strategies
Colorado
$31.7K +$34.7K +33 New
T
2202
Tidemark
California
$30.3K +$1.05K +1 +3%
CF
2203
Collier Financial
Colorado
$30.1K – – –
SR
2204
Swiss Re
Switzerland
$29.8K – – –
DFA
2205
DHJJ Financial Advisors
Illinois
$28.9K – – –
AT
2206
Avalon Trust
New Mexico
$28.9K – – –
LFASL
2207
Lugano Financial Advisors SA (LFA)
Switzerland
$28.9K – – –
BW
2208
Basepoint Wealth
Iowa
$28.5K +$1.05K +1 +3%
RWM
2209
RMG Wealth Management
Wisconsin
$28.1K +$16.8K +16 +160%
NWM
2210
Nova Wealth Management
Florida
$27.9K -$1.05K -1 -3%
SFS
2211
Sunrise Financial Services
Washington
$26.9K +$7.37K +7 +33%
DPW
2212
DiNuzzo Private Wealth
Pennsylvania
$26K – – –
PF
2213
PlanVest Financial
Maryland
$26K +$28.4K +27 New
PP
2214
Pacifica Partners
Canada
$25K – – –
JGCM
2215
Joseph Group Capital Management
Ohio
$25K +$15.8K +15 +136%
GPFA
2216
Game Plan Financial Advisors
Ohio
$24K -$26.3K -25 -50%
MAM
2217
Meeder Asset Management
Ohio
$24K -$8.42K -8 -24%
CAIM
2218
Catherine Avery Investment Management
Florida
$24K – – –
CFFP
2219
Center for Financial Planning
Michigan
$24K – – –
OAJ
2220
Ogorek Anthony Joseph
New York
$24K -$3.16K -3 -11%
SSG
2221
Summit Securities Group
New York
$23.1K -$200K -190 -89%
BC
2222
Barrett & Company
Rhode Island
$23.1K – – –
DWM
2223
Dogwood Wealth Management
Kansas
$23.1K – – –
MWA
2224
Medallion Wealth Advisors
Connecticut
$23.1K – – –
HB
2225
Horizon Bancorp
Indiana
$23K -$2.1K -2 -8%
87 88
89
90 91