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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1951
Lavaca Capital
Texas
$36.9K +$36.5K +36 New
AW
1952
Avion Wealth
Texas
$36K – – –
RBC
1953
Roble Belko & Company
Pennsylvania
$36K – – –
NA
1954
Nordwand Advisors
Pennsylvania
$35.9K – – –
PPA
1955
Painted Porch Advisors
California
$35.9K +$34.5K +34 +3,400%
AP
1956
Atwood & Palmer
Missouri
$35.9K +$35.5K +35 New
YDMI
1957
Y.D. More Investments
Israel
$34.9K -$94.4K -93 -73%
CYG
1958
Clean Yield Group
Vermont
$34.9K – – –
PWMG
1959
Private Wealth Management Group
New Jersey
$34.9K – – –
WAM
1960
Wolverine Asset Management
Illinois
$33.8K +$33.5K +33 New
CPA
1961
Compass Planning Associates
Massachusetts
$33.1K +$32.5K +32 New
FFL
1962
Financial Freedom LLC
Ohio
$33.1K – – –
CF
1963
Collier Financial
Colorado
$31.7K +$31.5K +31 New
T
1964
Tidemark
California
$30.8K -$8.12K -8 -21%
DFA
1965
DHJJ Financial Advisors
Illinois
$30.8K – – –
AWM
1966
AllSquare Wealth Management
New York
$30.8K – – –
OPTFSNA
1967
Old Point Trust & Financial Services N A
Virginia
$30.8K – – –
IMC
1968
Investment Management Corporation
Virginia
$30.5K +$30.4K +30 New
RWM
1969
Raffa Wealth Management
District of Columbia
$28.7K +$3.04K +3 +12%
SWM
1970
Sugarloaf Wealth Management
Georgia
$27.9K – – –
DPW
1971
DiNuzzo Private Wealth
Pennsylvania
$27.7K -$1.01K -1 -4%
AEPWM
1972
Atlantic Edge Private Wealth Management
Florida
$27.7K – – –
CFFP
1973
Center for Financial Planning
Michigan
$25.6K – – –
NC
1974
NewSquare Capital
Pennsylvania
$25.6K +$9.13K +9 +56%
IWP
1975
IAG Wealth Partners
Wisconsin
$25.6K +$25.4K +25 New
77 78
79
80 81