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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1101
TrueWealth LLC
Georgia
$81K -$5.49K -10 -6%
GFP
1102
Gryphon Financial Partners
Ohio
$81K -$549 -1 -0.7%
HFM
1103
Hartford Financial Management
Connecticut
$81K – – –
BFC
1104
Bedel Financial Consulting
Indiana
$79K +$79.6K +145 New
SCM
1105
Silvant Capital Management
Georgia
$79K +$79.6K +145 New
RFWA
1106
RPg Family Wealth Advisory
Massachusetts
$76.4K +$77.4K +141 New
BWP
1107
Baldwin Wealth Partners
Massachusetts
$73K +$32.9K +60 +80%
PSC
1108
Prentiss Smith & Co
Vermont
$72K – – –
SIAS
1109
Shine Investment Advisory Services
Colorado
$69K +$16.5K +30 +31%
MWM
1110
Mascoma Wealth Management
New Hampshire
$68K – – –
AAP
1111
Arax Advisory Partners
Colorado
$66K -$12.6K -23 -16%
HFP
1112
Holistic Financial Partners
Indiana
$66K +$2.75K +5 +4%
KA
1113
Kaizen Advisory
Illinois
$65K – – –
CPIG
1114
Chicago Partners Investment Group
Illinois
$65K +$27.4K +50 +71%
NCM
1115
Nelson Capital Management
California
$63K -$30.2K -55 -32%
NSIM
1116
North Star Investment Management
Illinois
$63K -$4.39K -8 -6%
RIA
1117
RPG Investment Advisory
California
$61K – – –
CFA
1118
Carroll Financial Associates
North Carolina
$60K – – –
JG
1119
Jefferies Group
New York
$57K -$652K -1,188 -92%
FMB
1120
Field & Main Bank
Kentucky
$55K – – –
BA
1121
Ballew Advisors
Mississippi
$55K +$56K +102 New
LA
1122
Legacy Advisors
Pennsylvania
$55K +$57.6K +105 New
CHC
1123
City Holding Co
West Virginia
$51K – – –
P8IP
1124
Pier 88 Investment Partners
California
$51K +$52.1K +95 New
JGIA
1125
Jackson Grant Investment Advisers
Connecticut
$50K +$50K +91 New
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