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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
ME
1401
McIlrath & Eck
Washington
$14K – – –
TJHA
1402
Thomas J. Herzfeld Advisors
Florida
$14K – – –
SIS
1403
Sound Income Strategies
Florida
$14K +$6.85K +12 +100%
CFFP
1404
Center for Financial Planning
Michigan
$14K +$8.56K +15 +150%
PFWA
1405
Paces Ferry Wealth Advisors
Georgia
$14K +$14.3K +25 New
CMA
1406
Cedar Mountain Advisors
Oregon
$11K – – –
FMP
1407
Financial Management Professionals
Texas
$11K – – –
RIM
1408
Rockbridge Investment Management
New York
$10K -$571 -1 -5%
WLPWM
1409
Walled Lake Planning & Wealth Management
Illinois
$10K – – –
LGWM
1410
Litman Gregory Wealth Management
California
$10K +$9.7K +17 New
LFG
1411
LifePlan Financial Group
Ohio
$9K – – –
RWM
1412
Raffa Wealth Management
District of Columbia
$8.45K +$2.28K +4 +36%
AWM
1413
Avondale Wealth Management
Texas
$8K – – –
VCM
1414
Versant Capital Management
Arizona
$7K – – –
EI
1415
Ellevest Inc
New York
$7K +$3.99K +7 +140%
ARMC
1416
American Research & Management Company
Massachusetts
$7K +$6.85K +12 New
TFGT
1417
TS Financial Group (TSFG)
Illinois
$6K -$1.14K -2 -15%
GAM
1418
Gemmer Asset Management
California
$6K – – –
KFS
1419
Kelly Financial Services
Massachusetts
$5.07K – – –
HS
1420
Horan Securities
United States
$5K -$2.85K -5 -36%
CA
1421
Centerpoint Advisors
Massachusetts
$5K – – –
ETC
1422
Exchange Traded Concepts
Oklahoma
$5K +$4.56K +8 New
FP
1423
Financial Perspectives
Minnesota
$4.38K – – –
CAGAS
1424
Capital Advisory Group Advisory Services
Minnesota
$4K -$2.28K -4 -36%
MRCM
1425
M&R Capital Management
New Jersey
$4K – – –