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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1601
Mascoma Wealth Management
New Hampshire
$91K +$651 +1 +0.7%
PPWM
1602
PFG Private Wealth Management
Florida
$90K -$3.26K -5 -3%
BA
1603
Bellwether Advisors
Nebraska
$88K – – –
NIM
1604
NuWave Investment Management
New Jersey
$88K +$93.8K +144 New
CA
1605
Crewe Advisors
Utah
$87K +$53.4K +82 +132%
JWM
1606
Janiczek Wealth Management
Colorado
$86K +$52.7K +81 +169%
SWA
1607
SOA Wealth Advisors
New York
$85K +$63.8K +98 +233%
BWA
1608
BDO Wealth Advisors
Florida
$82K -$16.3K -25 -16%
SC
1609
Seldon Capital
California
$80K – – –
S
1610
Surevest
California
$77K +$68.4K +105 +477%
CI
1611
CX Institutional
Indiana
$76K +$81.4K +125 New
TC
1612
Truvestments Capital
Florida
$74K +$79.4K +122 New
SCM
1613
Silvant Capital Management
Georgia
$72K – – –
RIM
1614
Rockbridge Investment Management
New York
$71.9K – – –
FFA
1615
Fairfield Financial Advisors
Massachusetts
$71.3K -$28.7K -44 -27%
PMFA
1616
Plante Moran Financial Advisors
Michigan
$71K -$3.91K -6 -5%
BC
1617
Burleson & Co
California
$70K +$17.6K +27 +31%
DWA
1618
Dougherty Wealth Advisers
Minnesota
$69K – – –
ETI
1619
Enterprise Trust & Investment
California
$68K +$7.16K +11 +11%
PGAM
1620
Princeton Global Asset Management
New Jersey
$67K +$6.51K +10 +10%
TSW
1621
Thompson Siegel & Walmsley
Virginia
$66K – – –
TFP
1622
Tilia Fiduciary Partners
North Carolina
$63K +$9.12K +14 +15%
VRM
1623
Vectors Research Management
New York
$62K – – –
AIC
1624
Archer Investment Corporation
Indiana
$60.9K -$65.1K -100 -50%
HWMA
1625
Heritage Wealth Management (Arizona)
Arizona
$56.6K – – –
63 64
65
66 67