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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
1076
Smith Group Asset Management
Texas
$84K
TL
1077
TrueWealth LLC
Georgia
$82K +$77.8K +160 New
HT
1078
Heritage Trust
Oklahoma
$81K +$7.78K +16 +11%
SFSIG
1079
San Francisco Sentry Investment Group
California
$80K +$14.6K +30 +24%
THWM
1080
Taylor Hoffman Wealth Management
Virginia
$80K +$75.3K +155 New
WAP
1081
Wealthcare Advisory Partners
Pennsylvania
$78K +$13.1K +27 +22%
HFM
1082
Hartford Financial Management
Connecticut
$77K
PA
1083
Perennial Advisors
New York
$77K
GFP
1084
Gryphon Financial Partners
Ohio
$77K +$72.9K +150 New
AAP
1085
Arax Advisory Partners
Colorado
$74K +$486 +1 +0.7%
MFW
1086
Mosaic Family Wealth
Missouri
$74K +$63.7K +131 +1,008%
RPG
1087
Risk Paradigm Group
Texas
$72.4K +$68.5K +141 New
Carson Wealth (CWM LLC)
1088
Carson Wealth (CWM LLC)
Nebraska
$72K +$2.43K +5 +4%
WA
1089
Winfield Associates
Ohio
$72K +$4.38K +9 +7%
IWP
1090
Icon Wealth Partners
Texas
$71K +$66.6K +137 New
ARMC
1091
American Research & Management Company
Massachusetts
$71K +$67.1K +138 New
MWM
1092
Mascoma Wealth Management
New Hampshire
$69K +$38.9K +80 +178%
PSC
1093
Prentiss Smith & Co
Vermont
$68K
PI
1094
PineBridge Investments
New York
$67K +$63.2K +130 New
NSIM
1095
North Star Investment Management
Illinois
$64K
KA
1096
Kaizen Advisory
Illinois
$62K +$58.3K +120 New
RFA
1097
Reilly Financial Advisors
California
$61K -$5.35K -11 -8%
LF
1098
Lee Financial
Texas
$60K +$28.2K +58 +100%
HFP
1099
Holistic Financial Partners
Indiana
$60K +$56.9K +117 New
RIA
1100
RPG Investment Advisory
California
$58K