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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1301
Avondale Wealth Management
Texas
$7K – – –
LFG
1302
LifePlan Financial Group
Ohio
$7K – – –
LFASL
1303
Lugano Financial Advisors SA (LFA)
Switzerland
$7K – – –
MA
1304
MCF Advisors
Kentucky
$7K – – –
SMFS
1305
Squar Milner Financial Services
California
$7K – – –
VRM
1306
Vectors Research Management
New York
$7K – – –
TFGT
1307
TS Financial Group (TSFG)
Illinois
$6K +$1.48K +3 +30%
LFG
1308
Larson Financial Group
Missouri
$6K +$6.9K +14 New
CAGAS
1309
Capital Advisory Group Advisory Services
Minnesota
$5K -$311K -632 -98%
VCP
1310
Verus Capital Partners
Arizona
$5K -$67K -136 -92%
VCM
1311
Versant Capital Management
Arizona
$5K -$985 -2 -13%
OAJ
1312
Ogorek Anthony Joseph
New York
$5K – – –
SFG
1313
Sowa Financial Group
Rhode Island
$5K – – –
RWM
1314
Raffa Wealth Management
District of Columbia
$4.84K – – –
CFFP
1315
Center for Financial Planning
Michigan
$4K – – –
CA
1316
Centerpoint Advisors
Massachusetts
$4K – – –
CMA
1317
Cedar Mountain Advisors
Oregon
$4K +$1.97K +4 +67%
LSA
1318
Lion Street Advisors
Texas
$4K +$4.43K +9 New
AP
1319
Atwood & Palmer
Missouri
$4K +$4.93K +10 New
KFS
1320
Kelly Financial Services
Massachusetts
$3.96K – – –
EWM
1321
Elmwood Wealth Management
California
$3.79K +$3.45K +7 New
FP
1322
Financial Perspectives
Minnesota
$3.38K – – –
SCA
1323
Stuart Chaussee & Associates
California
$3K -$3.94K -8 -53%
Kayne Anderson Rudnick Investment Management
1324
Kayne Anderson Rudnick Investment Management
California
$3K – – –
MRCM
1325
M&R Capital Management
New Jersey
$3K – – –