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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1101
AUA Capital Management
Pennsylvania
$73K – – –
SJIM
1102
St. Johns Investment Management
Florida
$73K – – –
AIA
1103
Alera Investment Advisors
Illinois
$72K +$75.4K +184 New
SIAS
1104
Shine Investment Advisory Services
Colorado
$69K +$11.1K +27 +18%
NC
1105
NewSquare Capital
Pennsylvania
$68K – – –
BWM
1106
Baystate Wealth Management
Massachusetts
$67K -$51.2K -125 -44%
CFA
1107
Carroll Financial Associates
North Carolina
$66K +$8.6K +21 +14%
MWC
1108
MBM Wealth Consultants
Missouri
$66K +$68.4K +167 New
SMFS
1109
Squar Milner Financial Services
California
$64K – – –
WAP
1110
Wealthcare Advisory Partners
Pennsylvania
$61K -$12.3K -30 -16%
THWM
1111
Taylor Hoffman Wealth Management
Virginia
$61K – – –
FCA
1112
FinTrust Capital Advisors
South Carolina
$61K +$63.5K +155 New
GI
1113
Gradient Investments
Minnesota
$60K -$7.3M -17,815 -99%
FAM
1114
Foresters Asset Management
Ontario, Canada
$60K -$143K -350 -70%
HFM
1115
Hartford Financial Management
Connecticut
$59K – – –
CYG
1116
Clean Yield Group
Vermont
$59K +$61.4K +150 New
BFC
1117
Bedel Financial Consulting
Indiana
$57K – – –
SCM
1118
Silvant Capital Management
Georgia
$57K – – –
CHP
1119
Cable Hill Partners
Oregon
$56K -$20.5K -50 -26%
TL
1120
TrueWealth LLC
Georgia
$56K -$8.19K -20 -12%
RFWA
1121
RPg Family Wealth Advisory
Massachusetts
$55.4K +$57.8K +141 New
CAGAS
1122
Capital Advisory Group Advisory Services
Minnesota
$54K +$31.5K +77 +133%
OHS
1123
Odey Holdings (Switzerland)
Switzerland
$53K – – –
WANY
1124
Wealthspire Advisors (New York)
New York
$53K +$55.3K +135 New
EWM
1125
Executive Wealth Management
Michigan
$50K +$52.4K +128 New
43 44
45
46 47