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Blackrock

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