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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1726
McCarthy Asset Management
California
$27K – – –
RBC
1727
Roble Belko & Company
Pennsylvania
$27K – – –
SN
1728
Sittner & Nelson
Oregon
$27K – – –
CAM
1729
Costello Asset Management
Pennsylvania
$27K +$7.81K +10 +40%
SC
1730
Stephens Consulting
Michigan
$26.7K +$4.69K +6 +21%
BAM
1731
Bellevue Asset Management
Washington
$25K – – –
SC
1732
Sierra Capital
Florida
$24K -$781 -1 -3%
AWM
1733
Accel Wealth Management
Iowa
$23K – – –
AWM
1734
AllSquare Wealth Management
New York
$23K – – –
MUMSS
1735
Mitsubishi UFJ Morgan Stanley Securities
Japan
$23K +$23.4K +30 New
SFG
1736
Steward Financial Group
Texas
$22K – – –
WPWM
1737
Western Pacific Wealth Management
Illinois
$22K – – –
PO
1738
Private Ocean
California
$21K -$1.56K -2 -7%
CMA
1739
Cedar Mountain Advisors
Oregon
$21K – – –
FCG
1740
Financial Connections Group
California
$21K – – –
KC
1741
Knuff & Co
California
$21K – – –
SWM
1742
Sugarloaf Wealth Management
Georgia
$20K -$781 -1 -4%
CP
1743
Corbenic Partners
Pennsylvania
$20K – – –
WIM
1744
Westside Investment Management
California
$19.3K – – –
CFFP
1745
Center for Financial Planning
Michigan
$19K – – –
CP
1746
Castleview Partners
Texas
$19K +$19.5K +25 New
BBPWM
1747
Blue Bell Private Wealth Management
Pennsylvania
$18K – – –
TJHA
1748
Thomas J. Herzfeld Advisors
Florida
$18K – – –
CC
1749
Centiva Capital
New York
$17K -$2.42M -3,098 -99%
HS
1750
Horan Securities
United States
$17K – – –