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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1801
AllSquare Wealth Management
New York
$27K -$5.47K -6 -17%
AWM
1802
Accel Wealth Management
Iowa
$27K – – –
SFG
1803
Steward Financial Group
Texas
$27K +$27.4K +30 New
WPWM
1804
Western Pacific Wealth Management
Illinois
$27K +$27.4K +30 New
SC
1805
Stephens Consulting
Michigan
$26.6K +$26.5K +29 New
CMA
1806
Cedar Mountain Advisors
Oregon
$26K – – –
ME
1807
McIlrath & Eck
Washington
$26K – – –
KC
1808
Knuff & Co
California
$25K – – –
VCM
1809
Vigilant Capital Management
Maine
$25K – – –
FCG
1810
Financial Connections Group
California
$25K +$25.6K +28 New
CP
1811
Corbenic Partners
Pennsylvania
$24K -$2.74K -3 -10%
HFS
1812
HBC Financial Services
Washington
$24K – – –
IRC
1813
Investors Research Corp
Georgia
$24K – – –
SWM
1814
Sugarloaf Wealth Management
Georgia
$24K – – –
ANBT
1815
American National Bank & Trust
Texas
$24K +$5.47K +6 +30%
CAM
1816
Costello Asset Management
Pennsylvania
$23K -$18.3K -20 -44%
CFFP
1817
Center for Financial Planning
Michigan
$23K – – –
TCWM
1818
Total Clarity Wealth Management
Illinois
$23K +$11.9K +13 +108%
TJHA
1819
Thomas J. Herzfeld Advisors
Florida
$22K – – –
WIM
1820
Westside Investment Management
California
$21.1K – – –
BBPWM
1821
Blue Bell Private Wealth Management
Pennsylvania
$21K +$21K +23 New
HS
1822
Horan Securities
United States
$20K +$20.1K +22 New
KFP
1823
KB Financial Partners
New Jersey
$20K +$20.1K +22 New
S
1824
Surevest
California
$20K +$20.1K +22 New
Baillie Gifford & Co
1825
Baillie Gifford & Co
United Kingdom
$19K – – –