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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
OA
1776
Operose Advisors
Wisconsin
$46K +$45.6K +50 New
DHGWA
1777
Dixon Hughes Goodman Wealth Advisors
North Carolina
$45K +$44.7K +49 New
DCM
1778
Disciplina Capital Management
Tennessee
$44.7K – – –
MTWM
1779
Masso Torrence Wealth Management
New Jersey
$41K +$41.1K +45 New
SWA
1780
SOA Wealth Advisors
New York
$39K – – –
C
1781
Covestor
United Kingdom
$38K +$37.4K +41 New
CWM
1782
Cedar Wealth Management
California
$38K +$38.3K +42 New
CA
1783
Crewe Advisors
Utah
$38K +$38.3K +42 New
PP
1784
PFS Partners
New Jersey
$37.5K +$37.4K +41 New
WWMSC
1785
Wagner Wealth Management (South Carolina)
South Carolina
$36K – – –
Q
1786
QVR
California
$35K -$141K -155 -80%
RFA
1787
Reilly Financial Advisors
California
$35K – – –
SIS
1788
Sound Income Strategies
Florida
$35K +$11.9K +13 +52%
CWS
1789
Confluence Wealth Services
Pennsylvania
$35K +$35.6K +39 New
CWM
1790
Cranbrook Wealth Management
Michigan
$34K -$9.13K -10 -21%
GFPC
1791
Global Financial Private Client
Florida
$33.9K +$31K +34 +1,133%
FMP
1792
Financial Management Professionals
Texas
$33K -$11K -12 -25%
FAG
1793
Fortitude Advisory Group
Washington
$33K +$32.9K +36 New
MAM
1794
McCarthy Asset Management
California
$32K – – –
RBC
1795
Roble Belko & Company
Pennsylvania
$32K – – –
SN
1796
Sittner & Nelson
Oregon
$32K – – –
DI
1797
Disciplined Investments
Oklahoma
$30K +$30.1K +33 New
BAM
1798
Bellevue Asset Management
Washington
$29K – – –
SC
1799
Sierra Capital
Florida
$29K +$29.2K +32 New
PO
1800
Private Ocean
California
$27K -$9.13K -10 -25%