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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1651
Bellwether Advisors
Nebraska
$110K – – –
TIM
1652
Tortoise Investment Management
New York
$104K – – –
PWP
1653
Pursue Wealth Partners
California
$103K +$107K +137 New
TSWM
1654
Tyler-Stone Wealth Management
Ohio
$102K +$3.13K +4 +3%
SC
1655
Seldon Capital
California
$101K – – –
CFO
1656
CVA Family Office
Colorado
$96K -$46.9K -60 -32%
PMFA
1657
Plante Moran Financial Advisors
Michigan
$94K -$37.5K -48 -28%
RWM
1658
Raffa Wealth Management
District of Columbia
$92.5K -$3.13K -4 -3%
SCM
1659
Silvant Capital Management
Georgia
$91K – – –
RIM
1660
Rockbridge Investment Management
New York
$90.8K +$78.1K +100 +556%
HR
1661
Howe & Rusling
New York
$89K +$14.1K +18 +18%
NL
1662
NVWM LLC
Pennsylvania
$88K +$18.8K +24 +26%
DWA
1663
Dougherty Wealth Advisers
Minnesota
$87K -$129K -165 -59%
Thompson Siegel & Walmsley
1664
Thompson Siegel & Walmsley
Virginia
$83K – – –
CAC
1665
Certified Advisory Corp
Florida
$80K +$82K +105 New
VRM
1666
Vectors Research Management
New York
$78K -$31.3K -40 -28%
DC
1667
DeDora Capital
California
$77K +$78.9K +101 New
ETI
1668
Enterprise Trust & Investment
California
$76K – – –
PGAM
1669
Princeton Global Asset Management
New Jersey
$76K – – –
WTA
1670
Washington Trust Advisors
Massachusetts
$75K -$99.2K -127 -56%
LWA
1671
Lenox Wealth Advisors
New York
$75K +$28.1K +36 +55%
MW
1672
Milestone Wealth
New York
$73K – – –
HWMA
1673
Heritage Wealth Management (Arizona)
Arizona
$71K +$72.7K +93 New
TFP
1674
Tilia Fiduciary Partners
North Carolina
$70K -$6.25K -8 -8%
HDIM
1675
Hanson & Doremus Investment Management
Vermont
$70K +$18K +23 +34%