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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
876
Stratos Wealth Advisors
Ohio
$435K -$10.1K -24 -2%
KLI
877
Kelman-Lazarov Inc
Tennessee
$434K -$79.3K -189 -16%
FHA
878
Flagship Harbor Advisors
Massachusetts
$434K +$41.1K +98 +11%
TWM
879
Torch Wealth Management
Ohio
$432K – – –
TCM
880
Tributary Capital Management
Nebraska
$432K – – –
FBC
881
Fairfield, Bush & Co
Connecticut
$427K -$420K -1,000 -50%
JGUA
882
John G. Ullman & Associates
New York
$427K – – –
CG
883
Cutler Group
California
$427K +$252K +600 +150%
MC
884
Machina Capital
France
$427K +$419K +999 New
NHC
885
Nicholas Hoffman & Company
Georgia
$422K +$99.8K +238 +32%
CWM
886
Cornerstone Wealth Management
Missouri
$422K +$156K +372 New
WPP
887
Whalerock Point Partners
Rhode Island
$421K -$90.2K -215 -18%
NFC
888
Northeast Financial Consultants
Connecticut
$421K +$413K +984 New
TH
889
TCTC Holdings
Texas
$418K – – –
LNB
890
Ledyard National Bank
$416K +$7.13K +17 +2%
FCA
891
FLC Capital Advisors
California
$414K +$16.4K +39 +4%
WCM
892
Weik Capital Management
Pennsylvania
$412K -$14.7K -35 -4%
WF
893
Welch & Forbes
Massachusetts
$411K – – –
GWM
894
Geneos Wealth Management
Colorado
$410K -$49.9K -119 -11%
LA
895
Lau Associates
Delaware
$409K -$42K -100 -9%
FPFS
896
First Personal Financial Services
North Carolina
$407K -$28.5K -68 -7%
TFS
897
Thoroughbred Financial Services
Tennessee
$407K +$13.4K +32 +3%
IA
898
IFG Advisory
Georgia
$405K +$62.5K +149 +19%
WI
899
WrapManager Inc
California
$402K -$14.7K -35 -4%
VFPI
900
Vantage Financial Partners (Illinois)
Illinois
$402K +$42K +100 +12%