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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2301
Mosley Wealth Management
California
$2.88K +$3.1K +3 New
CFG
2302
CKW Financial Group
Hawaii
$2K +$2.07K +2 New
DWM
2303
Darwin Wealth Management
Florida
$1.98K – – –
VC
2304
Vestor Capital
Illinois
$1.95K +$58.8M +56,847 +72,881%
QWM
2305
Quaker Wealth Management
New Jersey
$1.92K – – –
RG
2306
RHL Group
Michigan
$1.92K +$2.07K +2 New
BWM
2307
Benson Wealth Management
Tennessee
$1.92K – – –
PS
2308
PayPay Securities
Japan
$1.92K – – –
FA
2309
Fedenia Advisers
Wisconsin
$1.92K +$2.07K +2 New
SFCL
2310
Strengthening Families & Communities LLC
Massachusetts
$1.92K +$2.07K +2 New
GSEP
2311
Golden State Equity Partners
California
$1.92K -$2.93M -2,837 -100%
HHGA
2312
Halbert Hargrove Global Advisors
California
$1.77K +$2.07K +2 New
DF
2313
DecisionPoint Financial
Arizona
$981 +$1.03K +1 New
SA
2314
Seneschal Advisors
Washington
$962 -$8.27K -8 -89%
3FI
2315
3 Factor Indexing
California
$962 – – –
BIM
2316
Breakwater Investment Management
Washington
$962 – – –
NL
2317
NorthAvenue LLC
Ohio
$962 – – –
PJC
2318
Phillip James Consulting
Minnesota
$962 – – –
PIS
2319
POM Investment Strategies
North Carolina
$962 – – –
FGA
2320
Fortis Group Advisors
New Jersey
$962 +$1.03K +1 New
MBFW
2321
Morton Brown Family Wealth
Pennsylvania
$962 +$1.03K +1 New
PWMA
2322
Pension & Wealth Management Advisors
Massachusetts
$962 +$1.03K +1 New
MG
2323
Marex Group
– -$77.5M -80,637 Closed
SPS
2324
Susquehanna Portfolio Strategies
Pennsylvania
– -$53M -55,162 Closed
BCP
2325
BSN Capital Partners
United Kingdom
– -$21.4M -20,000 Closed
91 92
93
94 95