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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
1651
Glass Jacobson Investment Advisors
Maryland
$109K +$103K +154 New
ACM
1652
AUA Capital Management
Pennsylvania
$108K +$6.68K +10 +7%
MWM
1653
Mascoma Wealth Management
New Hampshire
$106K +$668 +1 +0.7%
HDIM
1654
Hanson & Doremus Investment Management
Vermont
$105K – – –
BA
1655
Bellwether Advisors
Nebraska
$103K -$12.7K -19 -12%
PPWM
1656
PFG Private Wealth Management
Florida
$103K -$2K -3 -2%
SWA
1657
SOA Wealth Advisors
New York
$97.8K +$668 +1 +0.7%
WWP
1658
WR Wealth Planners
Missouri
$96.6K -$20K -30 -18%
JFGIW
1659
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96.4K +$14.7K +22 +19%
BWA
1660
BDO Wealth Advisors
Florida
$95.7K – – –
BCMLT
1661
Beacon Capital Management LLC (Tennessee)
Tennessee
$95.7K +$76.1K +114 +543%
JWM
1662
Janiczek Wealth Management
Colorado
$95K -$12K -18 -13%
PMEF
1663
Point72 Middle East FZE
United Arab Emirates
$94.2K +$88.8K +133 New
SC
1664
Seldon Capital
California
$93.5K – – –
CPG
1665
Cornerstone Planning Group
New Jersey
$92.9K +$84.8K +127 New
AP
1666
Arlington Partners
Alabama
$92.1K – – –
DAM
1667
Delta Asset Management
Tennessee
$86.5K +$81.5K +122 New
BIA
1668
Bell Investment Advisors
California
$85.7K -$3.34K -5 -4%
MA
1669
Montag & Associates
Georgia
$85K -$80.1K -120 -50%
SCM
1670
Silvant Capital Management
Georgia
$84.3K – – –
FA
1671
Fiduciary Alliance
South Carolina
$83.6K +$78.8K +118 New
NF
1672
Norwood Financial
Pennsylvania
$83.6K – – –
DWA
1673
Dougherty Wealth Advisers
Minnesota
$80.8K – – –
GI
1674
Gradient Investments
Minnesota
$78.7K -$13M -19,427 -99%
FFA
1675
Fairfield Financial Advisors
Massachusetts
$78.7K -$4.01K -6 -5%