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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
2301
City State Bank
Iowa
$22.5K +$1.09K +1 +5%
SFS
2302
Sunrise Financial Services
Washington
$22.5K +$23K +21 New
AIA
2303
Aventus Investment Advisors
Florida
$21.4K – – –
HFS
2304
Hughes Financial Services
Virginia
$21.4K – – –
UFPG
2305
United Financial Planning Group
New York
$21.4K +$21.9K +20 New
VWWMG
2306
Vermillion & White Wealth Management Group
Pennsylvania
$21.4K +$21.9K +20 New
PP
2307
PFS Partners
New Jersey
$20.5K +$3.28K +3 +19%
KG
2308
Kilter Group
New York
$20.3K +$3.28K +3 +19%
RWA
2309
Redmont Wealth Advisors
Illinois
$20.3K – – –
NEWAS
2310
N.E.W. Advisory Services
Wisconsin
$19.4K – – –
MAM
2311
Marquette Asset Management
Minnesota
$19.3K +$1.09K +1 +6%
SRCM
2312
Signature Resources Capital Management
California
$19.3K +$1.09K +1 +6%
WWA
2313
Wealth Watch Advisors
Colorado
$19.3K +$7.65K +7 +64%
CCMI
2314
Creative Capital Management Investments
California
$19.3K +$12K +11 +157%
LAS
2315
Lloyd Advisory Services
Georgia
$19K +$19.7K +18 New
JFG
2316
JDM Financial Group
Texas
$18.2K – – –
AW
2317
Ankerstar Wealth
Texas
$18.2K +$18.6K +17 New
WAG
2318
Wilkerson Advisory Group
Missouri
$18.2K +$18.6K +17 New
AI
2319
Atomic Invest
New York
$17.9K +$18.6K +17 New
VR
2320
Vision Retirement
New Jersey
$17.3K +$17.5K +16 New
VWA
2321
VSM Wealth Advisory
Maryland
$17.1K – – –
IWM
2322
IMG Wealth Management
Florida
$17.1K +$8.75K +8 +100%
QA
2323
Quattro Advisors
Pennsylvania
$16.2K +$16.4K +15 New
EPG
2324
Estate Planners Group
Pennsylvania
$16.1K +$16.4K +15 New
OCM
2325
Osbon Capital Management
Massachusetts
$15.5K +$16.4K +15 New