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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1626
Center for Financial Planning
Michigan
$19K – – –
WIM
1627
Westside Investment Management
California
$18.9K -$7.25K -10 -7%
TJHA
1628
Thomas J. Herzfeld Advisors
Florida
$18K – – –
FMP
1629
Financial Management Professionals
Texas
$17K +$2.18K +3 +15%
HS
1630
Horan Securities
United States
$17K +$8.71K +12 +109%
Baillie Gifford & Co
1631
Baillie Gifford & Co
United Kingdom
$16K – – –
CCC
1632
Crescent Capital Consulting
Louisiana
$16K +$15.2K +21 New
MWP
1633
Meridian Wealth Partners
Pennsylvania
$16K +$15.2K +21 New
CMA
1634
Cedar Mountain Advisors
Oregon
$15K – – –
RWM
1635
Raffa Wealth Management
District of Columbia
$13.6K +$2.18K +3 +20%
VCM
1636
Versant Capital Management
Arizona
$13K +$2.9K +4 +31%
TIM
1637
Tortoise Investment Management
New York
$12K – – –
HFM
1638
Harvest Fund Management
China
$11K -$78.3K -108 -88%
AWM
1639
Avondale Wealth Management
Texas
$11K – – –
GAM
1640
Grandview Asset Management
Pennsylvania
$11K +$10.9K +15 New
VCM
1641
Vigilant Capital Management
Maine
$10K -$53K -73 -85%
APWA
1642
Atlas Private Wealth Advisors
New Jersey
$10K +$9.43K +13 New
RIM
1643
Rockbridge Investment Management
New York
$9K -$4.35K -6 -33%
FCB
1644
First Command Bank
Texas
$9K – – –
FCFS
1645
First Command Financial Services
Texas
$9K – – –
FA
1646
Fortis Advisors
Pennsylvania
$8K – – –
WLPWM
1647
Walled Lake Planning & Wealth Management
Illinois
$8K – – –
MFA
1648
McClarren Financial Advisors
Pennsylvania
$8K +$725 +1 +10%
CIA
1649
CSat Investment Advisory
Michigan
$8K +$1.45K +2 +22%
BC
1650
Burleson & Co
California
$8K +$7.25K +10 New