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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1151
Endurance Wealth Management
Rhode Island
$25K – – –
FCB
1152
First Command Bank
Texas
$21.1K – – –
FCFS
1153
First Command Financial Services
Texas
$21K – – –
LFA
1154
Legacy Financial Advisors
Kentucky
$21K +$549 +1 +3%
HI
1155
Hudock Inc
Pennsylvania
$19K – – –
CAC
1156
Certified Advisory Corp
Florida
$19K +$2.75K +5 +16%
AWM
1157
Aevitas Wealth Management
Massachusetts
$17K – – –
TFO
1158
Tarbox Family Office
California
$17K – – –
PFGIA
1159
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$549 +1 +3%
RA
1160
Rational Advisors
New York
$17K +$17K +31 New
DWM
1161
Destination Wealth Management
California
$17K +$17.6K +32 New
WC
1162
Whitney & Co
New York
$17K +$17.6K +32 New
CIM
1163
Contravisory Investment Management
Massachusetts
$16K +$15.9K +29 New
SQA
1164
Simon Quick Advisors
New Jersey
$15K -$36.8K -67 -71%
VCM
1165
Versant Capital Management
Arizona
$15K -$2.75K -5 -15%
CCA
1166
Clearwater Capital Advisors
Illinois
$14K +$13.7K +25 New
NWM
1167
Northwest Wealth Management
Iowa
$13K +$12.6K +23 New
ME
1168
McIlrath & Eck
Washington
$12K -$6.04K -11 -32%
NSB
1169
Norway Savings Bank
Maine
$11K – – –
CCM
1170
Cribstone Capital Management
Maine
$9K -$4.39K -8 -32%
HIIFS
1171
Harel Insurance Investments & Financial Services
Israel
$9K – – –
RFM
1172
Royal Fund Management
Florida
$9K +$7.68K +14 +350%
LFG
1173
LifePlan Financial Group
Ohio
$9K +$8.78K +16 New
MA
1174
MCF Advisors
Kentucky
$9K +$8.78K +16 New
SIM
1175
Sonora Investment Management
Arizona
$8.67K – – –