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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
2226
United Financial Planning Group
New York
$19.2K – – –
PP
2227
PFS Partners
New Jersey
$18.6K – – –
SFG
2228
Strive Financial Group
Indiana
$18.3K -$2.07K -2 -10%
1L
2229
10Elms LLP
Oklahoma
$18.3K +$19.6K +19 New
DWA
2230
Delos Wealth Advisors
Texas
$18.3K +$19.6K +19 New
FC
2231
Financial Consulate
Maryland
$17.3K +$8.27K +8 +80%
CM
2232
Capula Management
Cayman Islands
$17.3K -$305K -295 -94%
LAS
2233
Lloyd Advisory Services
Georgia
$17.3K +$18.6K +18 New
T
2234
Tidemark
California
$16.4K -$14.5K -14 -45%
BH
2235
Burk Holdings
Oklahoma
$16.3K – – –
JFG
2236
JDM Financial Group
Texas
$16.3K – – –
SRCM
2237
Signature Resources Capital Management
California
$16.3K – – –
VWA
2238
VSM Wealth Advisory
Maryland
$15.4K – – –
KPP
2239
Kings Path Partners
Texas
$15.4K +$16.5K +16 New
FFA
2240
Frazier Financial Advisors
Ohio
$14.9K -$7.24K -7 -30%
AIM
2241
Axiom Investment Management
New York
$14.4K – – –
KG
2242
Kilter Group
New York
$14.4K -$5.17K -5 -25%
BHWM
2243
Bay Harbor Wealth Management
Maryland
$14.4K +$2.07K +2 +15%
LF
2244
LifeSteps Financial
California
$14.4K +$15.5K +15 New
OCM
2245
Osbon Capital Management
Massachusetts
$14.1K -$1.03K -1 -7%
AWM
2246
Abound Wealth Management
Tennessee
$13.6K -$7.24K -7 -33%
OAG
2247
Oakmont Advisory Group
New Mexico
$13.6K +$14.5K +14 New
EFMH
2248
E Fund Management (HK)
Hong Kong
$13.5K – – –
HIA
2249
HFM Investment Advisors
New Jersey
$13.5K +$5.17K +5 +56%
DF
2250
Downshift Financial
Colorado
$13.5K +$14.5K +14 New
88 89
90
91 92