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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
876
Tarbox Family Office
California
$10K – – –
CFA
877
CT Financial Advisors
Pennsylvania
$9.06K +$9.1K +25 New
VIA
878
Vantage Investment Advisors
Pennsylvania
$8K – – –
GWS
879
Glassman Wealth Services
Virginia
$7K -$10.9K -30 -60%
AF
880
Allworth Financial
California
$7K -$1.82K -5 -20%
RWM
881
Raffa Wealth Management
District of Columbia
$5.8K – – –
MFW
882
Mosaic Family Wealth
Missouri
$5K – – –
BCI
883
Brinker Capital Investments
Pennsylvania
$5K +$4.73K +13 New
HCM
884
Herndon Capital Management
Georgia
$4K – – –
LWA
885
Lowe Wealth Advisors
Maryland
$4K – – –
SJIM
886
St. Johns Investment Management
Florida
$4K – – –
PCP
887
Proficio Capital Partners
Massachusetts
$4K +$1.09K +3 +33%
WOC
888
West Oak Capital
California
$3.26K +$3.27K +9 New
GAM
889
Gemmer Asset Management
California
$3K – – –
HWM
890
Heartwood Wealth Management
United Kingdom
$3K – – –
AWM
891
AllSquare Wealth Management
New York
$2K – – –
DPA
892
Delphi Private Advisors
California
$2K – – –
RFS
893
Rockefeller Financial Services
New York
$2K – – –
CIM
894
Contravisory Investment Management
Massachusetts
$2K +$1.82K +5 New
CHP
895
Cable Hill Partners
Oregon
$2K +$2.18K +6 New
CAL
896
Capital Advisors Ltd
Ohio
$1K – – –
MWM
897
MinichMacGregor Wealth Management
New York
$1K – – –
HW
898
Hedeker Wealth
Illinois
$634 +$637K +1,750 New
BI
899
BlueSpruce Investments
Illinois
– -$20.1M -58,579 Closed
AIMCA
900
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$15.1M -44,000 Closed
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