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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1601
Merrion Investment Management
New Jersey
$14K +$13.3K +20 New
RIM
1602
Rockbridge Investment Management
New York
$13K – – –
CTFG
1603
Capstone Triton Financial Group
Oklahoma
$13K +$11.9K +18 New
SIC
1604
Salem Investment Counselors
North Carolina
$12K +$10.6K +16 New
TIM
1605
Tortoise Investment Management
New York
$12K +$10.6K +16 New
AWM
1606
Avondale Wealth Management
Texas
$11K – – –
RWM
1607
Raffa Wealth Management
District of Columbia
$10.8K – – –
VCM
1608
Versant Capital Management
Arizona
$9K – – –
FCB
1609
First Command Bank
Texas
$9K +$7.96K +12 New
FCFS
1610
First Command Financial Services
Texas
$9K +$7.96K +12 New
IA
1611
Inspire Advisors
Idaho
$9K +$8.62K +13 New
WLPWM
1612
Walled Lake Planning & Wealth Management
Illinois
$8K -$3.98K -6 -35%
HS
1613
Horan Securities
United States
$8K +$1.33K +2 +22%
GAM
1614
Gemmer Asset Management
California
$7K – – –
FA
1615
Fortis Advisors
Pennsylvania
$7K +$6.63K +10 New
MFA
1616
McClarren Financial Advisors
Pennsylvania
$7K +$6.63K +10 New
WAM
1617
Wolverine Asset Management
Illinois
$7K +$7.29K +11 New
KFS
1618
Kelly Financial Services
Massachusetts
$6.49K – – –
CIA
1619
CSat Investment Advisory
Michigan
$6K -$288K -435 -98%
CA
1620
Centerpoint Advisors
Massachusetts
$6K – – –
GTAM
1621
Global Trust Asset Management
Florida
$6K +$5.3K +8 New
ARIS
1622
Advanced Research Investment Solutions
California
$6K +$5.97K +9 New
FFG
1623
Fortem Financial Group
California
$6K +$5.97K +9 New
WAS
1624
Winch Advisory Services
Wisconsin
$6K +$5.97K +9 New
FP
1625
Financial Perspectives
Minnesota
$5.64K – – –