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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
1351
Ogorek Anthony Joseph
New York
$6K – – –
PWMG
1352
Prestige Wealth Management Group
New Jersey
$6K – – –
SFG
1353
Sowa Financial Group
Rhode Island
$6K +$5.69K +12 New
RWM
1354
Raffa Wealth Management
District of Columbia
$5.53K – – –
GAM
1355
Gemmer Asset Management
California
$5K -$474 -1 -10%
TFGT
1356
TS Financial Group (TSFG)
Illinois
$5K – – –
WCM
1357
Wealthcare Capital Management
Virginia
$5K +$4.27K +9 New
CFFP
1358
Center for Financial Planning
Michigan
$5K +$4.74K +10 New
UFF
1359
USA Financial Formulas
Michigan
$5K +$4.74K +10 New
TPWA
1360
TRUE Private Wealth Advisors
Oregon
$5K +$5.22K +11 New
KFS
1361
Kelly Financial Services
Massachusetts
$4.52K – – –
CA
1362
Centerpoint Advisors
Massachusetts
$4K – – –
JAM
1363
JCIC Asset Management
Ontario, Canada
$4K – – –
MRCM
1364
M&R Capital Management
New Jersey
$4K – – –
FP
1365
Financial Perspectives
Minnesota
$3.82K +$3.79K +8 New
FWM
1366
Focused Wealth Management
New York
$3K +$2.37K +5 New
CMA
1367
Cedar Mountain Advisors
Oregon
$3K +$2.85K +6 New
CA
1368
CXI Advisors
Indiana
$3K +$2.85K +6 New
Kayne Anderson Rudnick Investment Management
1369
Kayne Anderson Rudnick Investment Management
California
$3K +$2.85K +6 New
FMP
1370
Financial Management Professionals
Texas
$2K – – –
GC
1371
Globeflex Capital
California
$2K – – –
IWP
1372
IAG Wealth Partners
Wisconsin
$2K +$949 +2 New
RG
1373
Retirement Group
California
$2K +$1.42K +3 New
Capstone Investment Advisors
1374
Capstone Investment Advisors
New York
$1K -$1.29M -2,720 -100%
LWA
1375
Lenox Wealth Advisors
New York
$1K -$22.8K -48 -98%