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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
1726
Pension & Wealth Management Advisors
Massachusetts
$49.8K +$98.5K +147 New
GA
1727
GoalVest Advisory
New York
$49.1K +$15.4K +23 +48%
MWM
1728
Mascoma Wealth Management
New Hampshire
$48.8K -$46.9K -70 -50%
CHA
1729
Carmichael Hill & Associates
Maryland
$45.3K +$670 +1 +2%
CWM
1730
Cranbrook Wealth Management
Michigan
$44.9K
OP
1731
ORG Partners
Indiana
$44.7K +$42.9K +64 New
KFS
1732
Kelly Financial Services
Massachusetts
$44.4K +$26.1K +39 +156%
LSA
1733
Lansing Street Advisors
Pennsylvania
$43.1K
CCM
1734
Chilton Capital Management
Texas
$42.9K +$41.5K +62 New
CFD
1735
Creative Financial Designs
Indiana
$42.7K +$25.5K +38 +158%
CT
1736
Clearstead Trust
Maine
$40.1K -$47.6K -71 -55%
SIA
1737
Sit Investment Associates
Minnesota
$40K
SCA
1738
Stuart Chaussee & Associates
California
$39.4K
BC
1739
Barrett & Company
Rhode Island
$39.2K
HWA
1740
HHM Wealth Advisors
Tennessee
$38K
FMP
1741
Financial Management Professionals
Texas
$38K -$36.8K -55 -50%
CMP
1742
Coston McIsaac & Partners
Maine
$38K
AWM
1743
Abound Wealth Management
Tennessee
$36.6K
CA
1744
Crewe Advisors
Utah
$36.5K -$17.4K -26 -33%
C
1745
Covestor
United Kingdom
$36K -$670 -1 -2%
CBT
1746
CoreFirst Bank & Trust
Kansas
$35.9K -$2.68K -4 -7%
SN
1747
Sittner & Nelson
Oregon
$35.9K
AFS
1748
Annapolis Financial Services
Maryland
$35.2K
GCM
1749
Gables Capital Management
Florida
$34.6K -$2.01K -3 -6%
CNBTD
1750
Citizens National Bank Trust Department
Mississippi
$34.6K