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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1101
Bedel Financial Consulting
Indiana
$79K +$79.6K +145 New
SCM
1102
Silvant Capital Management
Georgia
$79K +$79.6K +145 New
RFWA
1103
RPg Family Wealth Advisory
Massachusetts
$76.4K +$77.4K +141 New
BWP
1104
Baldwin Wealth Partners
Massachusetts
$73K +$32.9K +60 +80%
PSC
1105
Prentiss Smith & Co
Vermont
$72K – – –
SIAS
1106
Shine Investment Advisory Services
Colorado
$69K +$16.5K +30 +31%
MWM
1107
Mascoma Wealth Management
New Hampshire
$68K – – –
AAP
1108
Arax Advisory Partners
Colorado
$66K -$12.6K -23 -16%
HFP
1109
Holistic Financial Partners
Indiana
$66K +$2.75K +5 +4%
KA
1110
Kaizen Advisory
Illinois
$65K – – –
CPIG
1111
Chicago Partners Investment Group
Illinois
$65K +$27.4K +50 +71%
NCM
1112
Nelson Capital Management
California
$63K -$30.2K -55 -32%
NSIM
1113
North Star Investment Management
Illinois
$63K -$4.39K -8 -6%
RIA
1114
RPG Investment Advisory
California
$61K – – –
CFA
1115
Carroll Financial Associates
North Carolina
$60K – – –
JG
1116
Jefferies Group
New York
$57K -$652K -1,188 -92%
FMB
1117
Field & Main Bank
Kentucky
$55K – – –
BA
1118
Ballew Advisors
Mississippi
$55K +$56K +102 New
LA
1119
Legacy Advisors
Pennsylvania
$55K +$57.6K +105 New
CHC
1120
City Holding Co
West Virginia
$51K – – –
P8IP
1121
Pier 88 Investment Partners
California
$51K +$52.1K +95 New
JGIA
1122
Jackson Grant Investment Advisers
Connecticut
$50K +$50K +91 New
MCM
1123
MV Capital Management
Maryland
$47K – – –
FGC
1124
Financial Gravity Companies
Texas
$47K +$45.6K +83 +1,038%
FGAM
1125
Financial Gravity Asset Management
Texas
$47K +$50K +91 New
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