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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MWC
1701
MKD Wealth Coaches
Michigan
$167K +$166K +182 New
EBA
1702
Eagle Bay Advisors
New York
$162K -$173K -190 -52%
EW
1703
Evoke Wealth
California
$161K +$21K +23 +8%
Baystate Wealth Management
1704
Baystate Wealth Management
Massachusetts
$159K – – –
MV Capital Management
1705
MV Capital Management
Maryland
$157K +$11.9K +13 +8%
Plante Moran Financial Advisors
1706
Plante Moran Financial Advisors
Michigan
$157K +$31K +34 +25%
Allworth Financial
1707
Allworth Financial
California
$157K +$72.1K +79 +86%
Rock Creek Group
1708
Rock Creek Group
District of Columbia
$152K -$2.74K -3 -2%
NewSquare Capital
1709
NewSquare Capital
Pennsylvania
$152K – – –
Bedel Financial Consulting
1710
Bedel Financial Consulting
Indiana
$146K +$1.82K +2 +1%
Leelyn Smith
1711
Leelyn Smith
Illinois
$142K -$11.9K -13 -8%
MWC
1712
MBM Wealth Consultants
Missouri
$140K – – –
SWM
1713
Selective Wealth Management
Virginia
$137K -$63.9K -70 -32%
Bellwether Advisors
1714
Bellwether Advisors
Nebraska
$132K – – –
VRM
1715
Vectors Research Management
New York
$130K +$36.5K +40 +39%
Tradition Wealth Management
1716
Tradition Wealth Management
Minnesota
$125K – – –
Tortoise Investment Management
1717
Tortoise Investment Management
New York
$125K +$11K +12 +10%
SC
1718
Seldon Capital
California
$121K +$120K +132 New
Tyler-Stone Wealth Management
1719
Tyler-Stone Wealth Management
Ohio
$118K +$118K +129 New
Lee Financial
1720
Lee Financial
Texas
$116K +$116K +127 New
Twin Tree Management
1721
Twin Tree Management
Texas
$115K -$63K -69 -35%
Raffa Wealth Management
1722
Raffa Wealth Management
District of Columbia
$114K +$6.39K +7 +6%
Key Financial Inc
1723
Key Financial Inc
Pennsylvania
$114K – – –
Delta Asset Management
1724
Delta Asset Management
Tennessee
$113K – – –
MWM
1725
Mascoma Wealth Management
New Hampshire
$112K – – –