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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1876
Planning Capital Management Corporation
Pennsylvania
$21.7K -$20.1K -25 -49%
WFA
1877
West Financial Advisors
Iowa
$21.7K – – –
AP
1878
Atwood & Palmer
Missouri
$21.7K +$12.9K +16 +160%
CAM
1879
Creekmur Asset Management
Illinois
$21.4K +$16.9K +21 +420%
MRCM
1880
M&R Capital Management
New Jersey
$21.1K -$8.84K -11 -31%
WIA
1881
Wetzel Investment Advisors
Indiana
$20.9K -$9.64K -12 -30%
CFFP
1882
Center for Financial Planning
Michigan
$20.8K – – –
RWM
1883
Raffa Wealth Management
District of Columbia
$20.8K +$3.21K +4 +19%
VWA
1884
Valued Wealth Advisors
Utah
$20.3K +$3.21K +4 +20%
T
1885
Tidemark
California
$20K +$8.03K +10 +71%
AP
1886
Aspect Partners
Virginia
$18.3K – – –
GFL
1887
Granite FO LLC
New Hampshire
$17.8K – – –
CMA
1888
Cedar Mountain Advisors
Oregon
$17.5K – – –
LFA
1889
Legend Financial Advisors
Pennsylvania
$17.5K – – –
CSB
1890
City State Bank
Iowa
$17K – – –
HFM
1891
Harvest Fund Management
China
$17K – – –
KFP
1892
Keener Financial Planning
Texas
$17K +$16.1K +20 New
TCG
1893
Transcendent Capital Group
Oklahoma
$16.7K – – –
PP
1894
Pacifica Partners
Canada
$16.3K – – –
OP
1895
ORG Partners
Indiana
$15.9K -$28.9K -36 -65%
TAM
1896
Tucker Asset Management
Colorado
$15.8K +$9.64K +12 +171%
CAM
1897
Costello Asset Management
Pennsylvania
$12.5K – – –
DPW
1898
DiNuzzo Private Wealth
Pennsylvania
$12.5K +$803 +1 +7%
SC
1899
Steph & Co
Wisconsin
$12.5K +$12.1K +15 New
TFM
1900
TFC Financial Management
Massachusetts
$11.7K – – –
74 75
76
77 78