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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1226
Raffa Wealth Management
District of Columbia
$4.32K – – –
GAM
1227
Gemmer Asset Management
California
$4K – – –
OAJ
1228
Ogorek Anthony Joseph
New York
$4K – – –
OSAM
1229
O'Shaughnessy Asset Management
Connecticut
$4K – – –
1NWS
1230
1 North Wealth Services
Maryland
$4K +$3.69K +9 New
BAM
1231
Bruderman Asset Management
New York
$4K +$4.1K +10 New
SIS
1232
Sound Income Strategies
Florida
$4K +$4.1K +10 New
CA
1233
Centerpoint Advisors
Massachusetts
$3K – – –
JAM
1234
JCIC Asset Management
Ontario, Canada
$3K – – –
MFT
1235
Moisand Fitzgerald Tamayo
Florida
$3K – – –
MRCM
1236
M&R Capital Management
New Jersey
$3K – – –
FGC
1237
Financial Gravity Companies
Texas
$3K +$2.46K +6 New
LFG
1238
Larson Financial Group
Missouri
$3K +$3.69K +9 New
LFG
1239
LifePlan Financial Group
Ohio
$2K -$4.92K -12 -75%
FMP
1240
Financial Management Professionals
Texas
$2K – – –
OFW
1241
Omnia Family Wealth
Florida
$2K – – –
KCM
1242
Karp Capital Management
California
$2K +$1.64K +4 New
GWMIA
1243
Global Wealth Management Investment Advisory
Florida
$2K +$2.05K +5 New
CC
1244
Claybrook Capital
Massachusetts
$1K +$1.23K +3 New
WDL
1245
Well Done LLC
Michigan
$1K +$1.23K +3 New
LWM
1246
Lenox Wealth Management
Ohio
$1K +$22.5K +55 New
Capital Fund Management (CFM)
1247
Capital Fund Management (CFM)
France
– -$34.3M -83,815 Closed
LCM
1248
Lomas Capital Management
New York
– -$20.1M -42,616 Closed
ADEF
1249
Adams Diversified Equity Fund
Maryland
– -$19.5M -41,400 Closed
RCM
1250
Riverpark Capital Management
New York
– -$14.2M -30,066 Closed