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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1651
Tyler-Stone Wealth Management
Ohio
$102K +$3.13K +4 +3%
SC
1652
Seldon Capital
California
$101K – – –
CFO
1653
CVA Family Office
Colorado
$96K -$46.9K -60 -32%
PMFA
1654
Plante Moran Financial Advisors
Michigan
$94K -$37.5K -48 -28%
RWM
1655
Raffa Wealth Management
District of Columbia
$92.5K -$3.13K -4 -3%
SCM
1656
Silvant Capital Management
Georgia
$91K – – –
RIM
1657
Rockbridge Investment Management
New York
$90.8K +$78.1K +100 +556%
HR
1658
Howe & Rusling
New York
$89K +$14.1K +18 +18%
NL
1659
NVWM LLC
Pennsylvania
$88K +$18.8K +24 +26%
DWA
1660
Dougherty Wealth Advisers
Minnesota
$87K -$129K -165 -59%
TSW
1661
Thompson Siegel & Walmsley
Virginia
$83K – – –
CAC
1662
Certified Advisory Corp
Florida
$80K +$82K +105 New
VRM
1663
Vectors Research Management
New York
$78K -$31.3K -40 -28%
DC
1664
DeDora Capital
California
$77K +$78.9K +101 New
ETI
1665
Enterprise Trust & Investment
California
$76K – – –
PGAM
1666
Princeton Global Asset Management
New Jersey
$76K – – –
WTA
1667
Washington Trust Advisors
Massachusetts
$75K -$99.2K -127 -56%
LWA
1668
Lenox Wealth Advisors
New York
$75K +$28.1K +36 +55%
MW
1669
Milestone Wealth
New York
$73K – – –
HWMA
1670
Heritage Wealth Management (Arizona)
Arizona
$71K +$72.7K +93 New
TFP
1671
Tilia Fiduciary Partners
North Carolina
$70K -$6.25K -8 -8%
HDIM
1672
Hanson & Doremus Investment Management
Vermont
$70K +$18K +23 +34%
BSWA
1673
Bromfield Sneider Wealth Advisors
Massachusetts
$70K +$71.9K +92 New
CDIA
1674
Capital Directions Investment Advisors
Georgia
$70K +$71.9K +92 New
BC
1675
Burleson & Co
California
$67K -$124K -159 -64%
65 66
67
68 69