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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
NF
1701
Norwood Financial
Pennsylvania
$81.6K – – –
DCM
1702
Disciplina Capital Management
Tennessee
$79.5K +$44.9K +67 +140%
DWA
1703
Dougherty Wealth Advisers
Minnesota
$78.8K – – –
LWM
1704
LJI Wealth Management
Indiana
$78.8K +$76.4K +114 New
Thompson Siegel & Walmsley
1705
Thompson Siegel & Walmsley
Virginia
$75K – – –
ICM
1706
Intrepid Capital Management
Florida
$71.3K +$69K +103 New
BIA
1707
Bell Investment Advisors
California
$70.5K -$2.68K -4 -4%
FFA
1708
Fairfield Financial Advisors
Massachusetts
$69.8K -$6.7K -10 -9%
TC
1709
Truvestments Capital
Florida
$66.1K +$1.34K +2 +2%
CPG
1710
Cornerstone Planning Group
New Jersey
$65.3K +$63K +94 New
FSWA
1711
Financial Synergies Wealth Advisors
Texas
$64.8K -$670 -1 -1%
FCT
1712
First Community Trust
Iowa
$62.2K – – –
PCA
1713
Providence Capital Advisors
North Carolina
$62.2K – – –
AJ
1714
Ashburton (Jersey)
Jersey
$59K -$121K -180 -68%
Y.D. More Investments
1715
Y.D. More Investments
Israel
$58.6K +$11.4K +17 +25%
WIM
1716
Westside Investment Management
California
$56.7K – – –
AT
1717
Avalon Trust
New Mexico
$55.3K – – –
VF
1718
VitalStone Financial
Texas
$53K +$35.5K +53 +196%
TFGT
1719
TS Financial Group (TSFG)
Illinois
$53K +$47.6K +71 +1,183%
FA
1720
Fiduciary Alliance
South Carolina
$52.5K +$50.9K +76 New
DWMG
1721
DB Wealth Management Group
California
$51.8K – – –
VWM
1722
Valley Wealth Managers
New Jersey
$51.8K – – –
CFS
1723
CGC Financial Services
Oregon
$51.8K +$50.2K +75 New
EARNEST Partners
1724
EARNEST Partners
Georgia
$50.5K – – –
HS
1725
Horan Securities
United States
$50.1K – – –