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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
1701
Cedar Mountain Advisors
Oregon
$17K -$845 -1 -5%
TIM
1702
Tortoise Investment Management
New York
$17K +$3.38K +4 +25%
ANBT
1703
American National Bank & Trust
Texas
$17K +$16.9K +20 New
FPB
1704
First PREMIER Bank
South Dakota
$17K +$16.9K +20 New
VCM
1705
Versant Capital Management
Arizona
$15K – – –
SWM
1706
Strategic Wealth Management
Washington
$13K -$21.1K -25 -63%
AWM
1707
Avondale Wealth Management
Texas
$13K – – –
HFM
1708
Harvest Fund Management
China
$13K – – –
RFA
1709
Reilly Financial Advisors
California
$12K +$11.8K +14 New
RIM
1710
Rockbridge Investment Management
New York
$10K – – –
WLPWM
1711
Walled Lake Planning & Wealth Management
Illinois
$10K – – –
MFA
1712
McClarren Financial Advisors
Pennsylvania
$9K -$845 -1 -9%
FA
1713
Fortis Advisors
Pennsylvania
$9K – – –
CB
1714
CNB Bank
Pennsylvania
$9K +$8.45K +10 New
ARIS
1715
Advanced Research Investment Solutions
California
$8K – – –
WAS
1716
Winch Advisory Services
Wisconsin
$8K – – –
KFS
1717
Kelly Financial Services
Massachusetts
$7.88K – – –
CA
1718
Centerpoint Advisors
Massachusetts
$7K – – –
FI
1719
FormulaFolio Investments
Michigan
$7K – – –
GTAM
1720
Global Trust Asset Management
Florida
$7K – – –
FP
1721
Financial Perspectives
Minnesota
$6.91K – – –
MRCM
1722
M&R Capital Management
New Jersey
$6K – – –
TLFA
1723
True Link Financial Advisors
California
$5K +$5.07K +6 New
APC
1724
Aspire Private Capital
North Carolina
$4K – – –
TFGT
1725
TS Financial Group (TSFG)
Illinois
$4K +$3.38K +4 New
67 68
69
70 71