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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1601
Valley Wealth Managers
New Jersey
$41K +$49.1K +75 New
BAM
1602
Baldrige Asset Management
Pennsylvania
$40K – – –
EARNEST Partners
1603
EARNEST Partners
Georgia
$40K – – –
BC
1604
Barrett & Company
Rhode Island
$40K +$36.7K +56 New
ME
1605
McIlrath & Eck
Washington
$39K +$12.4K +19 +37%
TIM
1606
Tortoise Investment Management
New York
$37K -$66.8K -102 -60%
MAM
1607
Magellan Asset Management
Australia
$37K – – –
NC
1608
NewSquare Capital
Pennsylvania
$36K -$65.5K -100 -60%
CWM
1609
Cranbrook Wealth Management
Michigan
$36K – – –
PI
1610
PineBridge Investments
New York
$35K -$64.8K -99 -61%
CHA
1611
Carmichael Hill & Associates
Maryland
$35K – – –
GIA
1612
Goodwin Investment Advisory
Georgia
$35K – – –
LSA
1613
Lansing Street Advisors
Pennsylvania
$34K – – –
SAM
1614
Selway Asset Management
$33K +$39.3K +60 New
GA
1615
GoalVest Advisory
New York
$32K -$443K -677 -92%
SIA
1616
Sit Investment Associates
Minnesota
$32K – – –
AWM
1617
Abound Wealth Management
Tennessee
$32K +$38K +58 New
CBT
1618
CoreFirst Bank & Trust
Kansas
$31K – – –
SCA
1619
Stuart Chaussee & Associates
California
$31K – – –
HWA
1620
HHM Wealth Advisors
Tennessee
$30K -$105K -160 -74%
DI
1621
Disciplined Investments
Oklahoma
$30K -$1.31K -2 -4%
CMP
1622
Coston McIsaac & Partners
Maine
$30K – – –
WAS
1623
Winch Advisory Services
Wisconsin
$30K +$655 +1 +2%
DCM
1624
Disciplina Capital Management
Tennessee
$29.2K – – –
AFS
1625
Annapolis Financial Services
Maryland
$29K – – –