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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1251
Bruderman Asset Management
New York
$4K – – –
GAM
1252
Gemmer Asset Management
California
$4K – – –
LFG
1253
Larson Financial Group
Missouri
$4K – – –
SIS
1254
Sound Income Strategies
Florida
$4K – – –
OFW
1255
Omnia Family Wealth
Florida
$4K +$1.68K +4 +80%
TFGT
1256
TS Financial Group (TSFG)
Illinois
$4K +$4.2K +10 New
KFS
1257
Kelly Financial Services
Massachusetts
$3.85K +$3.78K +9 New
CA
1258
Centerpoint Advisors
Massachusetts
$3K – – –
JAM
1259
JCIC Asset Management
Ontario, Canada
$3K – – –
MFT
1260
Moisand Fitzgerald Tamayo
Florida
$3K – – –
MRCM
1261
M&R Capital Management
New Jersey
$3K – – –
FGAM
1262
Financial Gravity Asset Management
Texas
$3K +$2.94K +7 New
WWM
1263
Willingdon Wealth Management
North Carolina
$2K -$7.55K -18 -82%
FMP
1264
Financial Management Professionals
Texas
$2K – – –
GWMIA
1265
Global Wealth Management Investment Advisory
Florida
$2K – – –
LFG
1266
LifePlan Financial Group
Ohio
$2K – – –
CFD
1267
Creative Financial Designs
Indiana
$1K +$839 +2 New
MAM
1268
Meeder Asset Management
Ohio
$1K +$1.26K +3 New
PHS
1269
PFM Health Sciences
California
– -$65.5M -166,775 Closed
GIC
1270
GFI Investment Counsel
Ontario, Canada
– -$18.9M -48,091 Closed
Lord, Abbett & Co
1271
Lord, Abbett & Co
New Jersey
– -$14.2M -36,062 Closed
VWM
1272
Valley Wealth Managers
New Jersey
– -$13.4M -34,034 Closed
PFMOSF
1273
Philadelphia Financial Management of San Francisco
California
– -$8.23M -20,944 Closed
Voloridge Investment Management
1274
Voloridge Investment Management
Florida
– -$6.86M -17,469 Closed
MWA
1275
Marshall Wace Asia
Hong Kong
– -$4.97M -12,656 Closed