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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1726
Westside Investment Management
California
$32.5K – – –
PWMG
1727
Private Wealth Management Group
New Jersey
$32.3K – – –
CYG
1728
Clean Yield Group
Vermont
$32.3K – – –
FFL
1729
Financial Freedom LLC
Ohio
$30.5K – – –
RWA
1730
Redmont Wealth Advisors
Illinois
$30.4K – – –
DFA
1731
DHJJ Financial Advisors
Illinois
$28.5K – – –
AWM
1732
AllSquare Wealth Management
New York
$28.5K – – –
OPTFSNA
1733
Old Point Trust & Financial Services N A
Virginia
$28.5K – – –
ORAM
1734
One River Asset Management
Connecticut
$27.4K +$25.1K +29 New
DPW
1735
DiNuzzo Private Wealth
Pennsylvania
$26.6K – – –
WWP
1736
WR Wealth Planners
Missouri
$26.6K +$1.73K +2 +8%
SWM
1737
Sugarloaf Wealth Management
Georgia
$25.8K – – –
QL
1738
Quarry LP
New York
$25.6K -$13K -15 -36%
AEPWM
1739
Atlantic Edge Private Wealth Management
Florida
$25.6K +$13.8K +16 +145%
FWM
1740
FSA Wealth Management
Massachusetts
$25.6K +$23.4K +27 New
VWA
1741
Valued Wealth Advisors
Utah
$25K – – –
PCMC
1742
Planning Capital Management Corporation
Pennsylvania
$24.7K – – –
CFFP
1743
Center for Financial Planning
Michigan
$23.7K – – –
RWM
1744
Raffa Wealth Management
District of Columbia
$23.7K – – –
CAM
1745
Creekmur Asset Management
Illinois
$21.7K -$4.33K -5 -18%
HGA
1746
Hobbs Group Advisors
South Carolina
$20.9K +$16.4K +19 +633%
PP
1747
PFS Partners
New Jersey
$20.9K -$16.4K -19 -46%
AP
1748
Aspect Partners
Virginia
$20.9K – – –
CSB
1749
City State Bank
Iowa
$19K – – –
PP
1750
Pacifica Partners
Canada
$19K – – –