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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
1101
TCI Wealth Advisors
Arizona
$79K -$1.64K -4 -2%
DOA
1102
D'Orazio & Associates
Virginia
$79K – – –
MNBTD
1103
Moody National Bank Trust Division
Texas
$78K +$34.8K +85 +74%
AssetMark Inc
1104
AssetMark Inc
California
$77K -$14.7K -36 -15%
HWA
1105
Heritage Wealth Advisors
Virginia
$77K – – –
BCA
1106
Berman Capital Advisors
Georgia
$77K +$80.7K +197 New
WEC
1107
Winslow Evans & Crocker
Massachusetts
$76K – – –
PFGIA
1108
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$71.3K +174 +967%
ACM
1109
AUA Capital Management
Pennsylvania
$73K – – –
SJIM
1110
St. Johns Investment Management
Florida
$73K – – –
AIA
1111
Alera Investment Advisors
Illinois
$72K +$75.4K +184 New
SIAS
1112
Shine Investment Advisory Services
Colorado
$69K +$11.1K +27 +18%
NC
1113
NewSquare Capital
Pennsylvania
$68K – – –
BWM
1114
Baystate Wealth Management
Massachusetts
$67K -$51.2K -125 -44%
CFA
1115
Carroll Financial Associates
North Carolina
$66K +$8.6K +21 +14%
MWC
1116
MBM Wealth Consultants
Missouri
$66K +$68.4K +167 New
SMFS
1117
Squar Milner Financial Services
California
$64K – – –
WAP
1118
Wealthcare Advisory Partners
Pennsylvania
$61K -$12.3K -30 -16%
THWM
1119
Taylor Hoffman Wealth Management
Virginia
$61K – – –
FCA
1120
FinTrust Capital Advisors
South Carolina
$61K +$63.5K +155 New
GI
1121
Gradient Investments
Minnesota
$60K -$7.3M -17,815 -99%
FAM
1122
Foresters Asset Management
Ontario, Canada
$60K -$143K -350 -70%
HFM
1123
Hartford Financial Management
Connecticut
$59K – – –
CYG
1124
Clean Yield Group
Vermont
$59K +$61.4K +150 New
BFC
1125
Bedel Financial Consulting
Indiana
$57K – – –