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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1801
Mascoma Wealth Management
New Hampshire
$64.2K – – –
TIM
1802
Tortoise Investment Management
New York
$63.4K +$27.3K +34 +81%
PMAM
1803
Picton Mahoney Asset Management
Ontario, Canada
$63K -$60.3K -75 -50%
CFS
1804
CGC Financial Services
Oregon
$62.5K – – –
HWA
1805
HHM Wealth Advisors
Tennessee
$62.5K – – –
AFS
1806
Annapolis Financial Services
Maryland
$62.5K +$1.61K +2 +3%
RA
1807
Rational Advisors
New York
$61.7K -$26.5K -33 -31%
FFA
1808
Frazier Financial Advisors
Ohio
$61.5K -$30.5K -38 -34%
RA
1809
Rise Advisors
New York
$60.4K +$57.8K +72 New
PWMA
1810
Pension & Wealth Management Advisors
Massachusetts
$60K – – –
KFS
1811
Kelly Financial Services
Massachusetts
$59.1K -$3.21K -4 -5%
TFGT
1812
TS Financial Group (TSFG)
Illinois
$59K – – –
CCA
1813
Criterion Capital Advisors
Tennessee
$58.4K -$3.21K -4 -5%
FCT
1814
First Community Trust
Iowa
$58.4K – – –
PGAM
1815
Princeton Global Asset Management
New Jersey
$58.4K – – –
GA
1816
GoalVest Advisory
New York
$56.7K -$2.41K -3 -4%
NC
1817
NewSquare Capital
Pennsylvania
$55K -$1.61K -2 -3%
SHIM
1818
Stone House Investment Management
Pennsylvania
$55K +$53K +66 New
CWM
1819
Cranbrook Wealth Management
Michigan
$54.2K – – –
YDMI
1820
Y.D. More Investments
Israel
$54K – – –
QL
1821
Quarry LP
New York
$53.4K +$1.61K +2 +3%
CJH
1822
Christopher J. Hasenberg
Wisconsin
$51.7K +$49.8K +62 New
CFD
1823
Creative Financial Designs
Indiana
$51.5K +$803 +1 +2%
CT
1824
Clearstead Trust
Maine
$50K +$1.61K +2 +3%
CHA
1825
Carmichael Hill & Associates
Maryland
$49.7K -$803 -1 -2%
71 72
73
74 75