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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1601
SOA Wealth Advisors
New York
$85K +$63.8K +98 +233%
BWA
1602
BDO Wealth Advisors
Florida
$82K -$16.3K -25 -16%
SC
1603
Seldon Capital
California
$80K – – –
S
1604
Surevest
California
$77K +$68.4K +105 +477%
CI
1605
CX Institutional
Indiana
$76K +$81.4K +125 New
TC
1606
Truvestments Capital
Florida
$74K +$79.4K +122 New
SCM
1607
Silvant Capital Management
Georgia
$72K – – –
RIM
1608
Rockbridge Investment Management
New York
$71.9K – – –
FFA
1609
Fairfield Financial Advisors
Massachusetts
$71.3K -$28.7K -44 -27%
PMFA
1610
Plante Moran Financial Advisors
Michigan
$71K -$3.91K -6 -5%
BC
1611
Burleson & Co
California
$70K +$17.6K +27 +31%
DWA
1612
Dougherty Wealth Advisers
Minnesota
$69K – – –
ETI
1613
Enterprise Trust & Investment
California
$68K +$7.16K +11 +11%
PGAM
1614
Princeton Global Asset Management
New Jersey
$67K +$6.51K +10 +10%
TSW
1615
Thompson Siegel & Walmsley
Virginia
$66K – – –
TFP
1616
Tilia Fiduciary Partners
North Carolina
$63K +$9.12K +14 +15%
VRM
1617
Vectors Research Management
New York
$62K – – –
AIC
1618
Archer Investment Corporation
Indiana
$60.9K -$65.1K -100 -50%
HWMA
1619
Heritage Wealth Management (Arizona)
Arizona
$56.6K – – –
HDIM
1620
Hanson & Doremus Investment Management
Vermont
$55K – – –
UWM
1621
Urban Wealth Management
California
$55K +$59.3K +91 New
C
1622
Covestor
United Kingdom
$54K +$15.6K +24 +38%
HI
1623
Hudock Inc
Pennsylvania
$52K – – –
LFG
1624
Larson Financial Group
Missouri
$52K +$3.26K +5 +6%
NL
1625
NVWM LLC
Pennsylvania
$49K -$22.8K -35 -30%
63 64
65
66 67