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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
AP
2276
Atwood & Palmer
Missouri
$32.1K – – –
LFASL
2277
Lugano Financial Advisors SA (LFA)
Switzerland
$32.1K +$32.8K +30 New
NWM
2278
Nova Wealth Management
Florida
$32K -$6.56K -6 -17%
BW
2279
Basepoint Wealth
Iowa
$31.6K +$31.7K +29 New
FA
2280
Fountainhead AM
New Jersey
$31.2K -$279K -255 -90%
B
2281
Birchbrook
Maine
$31K +$31.7K +29 New
OAJ
2282
Ogorek Anthony Joseph
New York
$30K +$2.19K +2 +8%
DPW
2283
DiNuzzo Private Wealth
Pennsylvania
$28.9K – – –
PP
2284
Pacifica Partners
Canada
$28.2K +$4.37K +4 +18%
HB
2285
Horizon Bancorp
Indiana
$28K -$21.9K -20 -43%
WG
2286
Wellington Group
Indiana
$27.8K +$28.4K +26 New
CAIM
2287
Catherine Avery Investment Management
Florida
$26.8K – – –
CFFP
2288
Center for Financial Planning
Michigan
$26.8K – – –
VWA
2289
Valued Wealth Advisors
Utah
$26.4K +$1.09K +1 +4%
DWM
2290
Dogwood Wealth Management
Kansas
$25.7K -$9.84K -9 -27%
BC
2291
Barrett & Company
Rhode Island
$25.7K – – –
MWA
2292
Medallion Wealth Advisors
Connecticut
$25.7K – – –
EWM
2293
Evolution Wealth Management
Florida
$25.7K +$26.2K +24 New
PCM
2294
Penserra Capital Management
California
$24K +$13.1K +12 +100%
MAS
2295
MPWM Advisory Solutions
Georgia
$24K – – –
CRI
2296
Commonwealth Retirement Investments
Virginia
$23.6K +$24.1K +22 New
AP
2297
Aspect Partners
Virginia
$23.5K -$14.2K -13 -37%
SFG
2298
Strive Financial Group
Indiana
$22.5K +$23K +21 New
PMIM
2299
Prudent Man Investment Management
Colorado
$22.5K -$23K -21 -50%
AEPWM
2300
Atlantic Edge Private Wealth Management
Florida
$22.5K -$5.47K -5 -19%