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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1151
Patriot Financial Group Insurance Agency
Massachusetts
$69K
THWM
1152
Taylor Hoffman Wealth Management
Virginia
$69K
WAP
1153
Wealthcare Advisory Partners
Pennsylvania
$69K
CFA
1154
Carroll Financial Associates
North Carolina
$68K +$4.9K +11 +8%
Loomis, Sayles & Company
1155
Loomis, Sayles & Company
Massachusetts
$68K +$68.1K +153 New
CYG
1156
Clean Yield Group
Vermont
$67K
HFM
1157
Hartford Financial Management
Connecticut
$67K
ONST
1158
Old North State Trust
North Carolina
$65K -$18.7K -42 -22%
TL
1159
TrueWealth LLC
Georgia
$65K
DAM
1160
Delta Asset Management
Tennessee
$65K +$18.7K +42 +41%
PFO
1161
Pathstone Family Office
New Jersey
$62K -$89.1K -200 -59%
CFG
1162
Citizens Financial Group
Rhode Island
$60K -$13.4K -30 -18%
CAN
1163
Claraphi Advisory Network
United States
$60K +$60.1K +135 New
LWM
1164
Liberty Wealth Management
California
$59K +$8.46K +19 +17%
SCM
1165
Silvant Capital Management
Georgia
$53K -$11.6K -26 -18%
NCM
1166
Nelson Capital Management
California
$51K
FANJ
1167
Financial Architects (New Jersey)
New Jersey
$50K -$1.78K -4 -3%
PO
1168
Private Ocean
California
$50K +$21.4K +48 +77%
PCM
1169
Penserra Capital Management
California
$50K +$50.8K +114 New
AIC
1170
Archer Investment Corporation
Indiana
$45K
ETI
1171
Enterprise Trust & Investment
California
$45K
GWA
1172
Guidant Wealth Advisors
Illinois
$45K
CFGS
1173
Concourse Financial Group Securities
Alabama
$43K -$6.23K -14 -13%
SLF
1174
Sun Life Financial
Ontario, Canada
$43K -$445 -1 -1%
JGIA
1175
Jackson Grant Investment Advisers
Connecticut
$42K