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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
1151
TCI Wealth Advisors
Arizona
$85K -$6.79K -15 -8%
WEC
1152
Winslow Evans & Crocker
Massachusetts
$84K -$16.3K -36 -17%
AssetMark Inc
1153
AssetMark Inc
California
$84K -$1.81K -4 -2%
NC
1154
NewSquare Capital
Pennsylvania
$80K -$905 -2 -1%
BWM
1155
Baystate Wealth Management
Massachusetts
$80K +$3.62K +8 +5%
MWC
1156
MBM Wealth Consultants
Missouri
$78K – – –
CFG
1157
Citizens Financial Group
Rhode Island
$77K -$34.8K -77 -32%
SMFS
1158
Squar Milner Financial Services
California
$76K – – –
PI
1159
PineBridge Investments
New York
$75K -$3.54M -7,826 -98%
THWM
1160
Taylor Hoffman Wealth Management
Virginia
$73K – – –
PFGIA
1161
Patriot Financial Group Insurance Agency
Massachusetts
$72K -$905 -2 -1%
WAP
1162
Wealthcare Advisory Partners
Pennsylvania
$72K +$452 +1 +0.7%
HCM
1163
HMS Capital Management
Tennessee
$72K +$69.7K +154 New
CYG
1164
Clean Yield Group
Vermont
$70K – – –
HFM
1165
Hartford Financial Management
Connecticut
$70K – – –
BFC
1166
Bedel Financial Consulting
Indiana
$68K – – –
SCM
1167
Silvant Capital Management
Georgia
$68K – – –
TL
1168
TrueWealth LLC
Georgia
$68K +$452 +1 +0.7%
CFA
1169
Carroll Financial Associates
North Carolina
$66K – – –
SWP
1170
Strategic Wealth Partners
Ohio
$65K +$5.43K +12 +10%
FAM
1171
Foresters Asset Management
Ontario, Canada
$56K – – –
FANJ
1172
Financial Architects (New Jersey)
New Jersey
$54K -$72.4K -160 -58%
NCM
1173
Nelson Capital Management
California
$54K – – –
LWM
1174
Liberty Wealth Management
California
$54K +$452 +1 +0.9%
FMB
1175
Field & Main Bank
Kentucky
$53K -$5.43K -12 -10%