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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
1076
Guidant Wealth Advisors
Illinois
$87K +$39.4K +81 +96%
NC
1077
NewSquare Capital
Pennsylvania
$87K +$78.7K +162 +2,025%
TWA
1078
TCI Wealth Advisors
Arizona
$86K +$4.86K +10 +6%
WA
1079
Waverly Advisors
Alabama
$86K +$81.7K +168 New
PMFA
1080
Plante Moran Financial Advisors
Michigan
$85K +$19K +39 +31%
SGAM
1081
Smith Group Asset Management
Texas
$84K – – –
TL
1082
TrueWealth LLC
Georgia
$82K +$77.8K +160 New
HT
1083
Heritage Trust
Oklahoma
$81K +$7.78K +16 +11%
SFSIG
1084
San Francisco Sentry Investment Group
California
$80K +$14.6K +30 +24%
THWM
1085
Taylor Hoffman Wealth Management
Virginia
$80K +$75.3K +155 New
WAP
1086
Wealthcare Advisory Partners
Pennsylvania
$78K +$13.1K +27 +22%
HFM
1087
Hartford Financial Management
Connecticut
$77K – – –
PA
1088
Perennial Advisors
New York
$77K – – –
GFP
1089
Gryphon Financial Partners
Ohio
$77K +$72.9K +150 New
AAP
1090
Arax Advisory Partners
Colorado
$74K +$486 +1 +0.7%
MFW
1091
Mosaic Family Wealth
Missouri
$74K +$63.7K +131 +1,008%
RPG
1092
Risk Paradigm Group
Texas
$72.4K +$68.5K +141 New
Carson Wealth (CWM LLC)
1093
Carson Wealth (CWM LLC)
Nebraska
$72K +$2.43K +5 +4%
WA
1094
Winfield Associates
Ohio
$72K +$4.38K +9 +7%
IWP
1095
Icon Wealth Partners
Texas
$71K +$66.6K +137 New
ARMC
1096
American Research & Management Company
Massachusetts
$71K +$67.1K +138 New
MWM
1097
Mascoma Wealth Management
New Hampshire
$69K +$38.9K +80 +178%
PSC
1098
Prentiss Smith & Co
Vermont
$68K – – –
PI
1099
PineBridge Investments
New York
$67K +$63.2K +130 New
NSIM
1100
North Star Investment Management
Illinois
$64K – – –