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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1701
Disciplina Capital Management
Tennessee
$79.5K +$44.9K +67 +140%
DWA
1702
Dougherty Wealth Advisers
Minnesota
$78.8K
LWM
1703
LJI Wealth Management
Indiana
$78.8K +$9.78M +14,607 New
TSW
1704
Thompson Siegel & Walmsley
Virginia
$75K
ICM
1705
Intrepid Capital Management
Florida
$71.3K +$69K +103 New
BIA
1706
Bell Investment Advisors
California
$70.5K -$2.68K -4 -4%
FFA
1707
Fairfield Financial Advisors
Massachusetts
$69.8K -$6.7K -10 -9%
TC
1708
Truvestments Capital
Florida
$66.1K +$1.34K +2 +2%
CPG
1709
Cornerstone Planning Group
New Jersey
$65.3K +$63K +94 New
FSWA
1710
Financial Synergies Wealth Advisors
Texas
$64.8K -$670 -1 -1%
FCT
1711
First Community Trust
Iowa
$62.2K
PCA
1712
Providence Capital Advisors
North Carolina
$62.2K
AJ
1713
Ashburton (Jersey)
Jersey
$59K -$121K -180 -68%
YDMI
1714
Y.D. More Investments
Israel
$58.6K +$11.4K +17 +25%
WIM
1715
Westside Investment Management
California
$56.7K
AT
1716
Avalon Trust
New Mexico
$55.3K
VF
1717
VitalStone Financial
Texas
$53K +$35.5K +53 +196%
TFGT
1718
TS Financial Group (TSFG)
Illinois
$53K +$47.6K +71 +1,183%
FA
1719
Fiduciary Alliance
South Carolina
$52.5K +$50.9K +76 New
DWMG
1720
DB Wealth Management Group
California
$51.8K
VWM
1721
Valley Wealth Managers
New Jersey
$51.8K
CFS
1722
CGC Financial Services
Oregon
$51.8K +$50.2K +75 New
EARNEST Partners
1723
EARNEST Partners
Georgia
$50.5K
HS
1724
Horan Securities
United States
$50.1K
TFP
1725
Tilia Fiduciary Partners
North Carolina
$50K -$8.71K -13 -15%