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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1951
Avion Wealth
Texas
$36K – – –
RBC
1952
Roble Belko & Company
Pennsylvania
$36K – – –
NA
1953
Nordwand Advisors
Pennsylvania
$35.9K – – –
PPA
1954
Painted Porch Advisors
California
$35.9K +$34.5K +34 +3,400%
AP
1955
Atwood & Palmer
Missouri
$35.9K +$35.5K +35 New
YDMI
1956
Y.D. More Investments
Israel
$34.9K -$94.4K -93 -73%
CYG
1957
Clean Yield Group
Vermont
$34.9K – – –
PWMG
1958
Private Wealth Management Group
New Jersey
$34.9K – – –
WAM
1959
Wolverine Asset Management
Illinois
$33.8K +$33.5K +33 New
CPA
1960
Compass Planning Associates
Massachusetts
$33.1K +$32.5K +32 New
FFL
1961
Financial Freedom LLC
Ohio
$33.1K – – –
CF
1962
Collier Financial
Colorado
$31.7K +$31.5K +31 New
T
1963
Tidemark
California
$30.8K -$8.12K -8 -21%
DFA
1964
DHJJ Financial Advisors
Illinois
$30.8K – – –
AWM
1965
AllSquare Wealth Management
New York
$30.8K – – –
OPTFSNA
1966
Old Point Trust & Financial Services N A
Virginia
$30.8K – – –
IMC
1967
Investment Management Corporation
Virginia
$30.5K +$30.4K +30 New
RWM
1968
Raffa Wealth Management
District of Columbia
$28.7K +$3.04K +3 +12%
SWM
1969
Sugarloaf Wealth Management
Georgia
$27.9K – – –
DPW
1970
DiNuzzo Private Wealth
Pennsylvania
$27.7K -$1.01K -1 -4%
AEPWM
1971
Atlantic Edge Private Wealth Management
Florida
$27.7K – – –
CFFP
1972
Center for Financial Planning
Michigan
$25.6K – – –
NC
1973
NewSquare Capital
Pennsylvania
$25.6K +$9.13K +9 +56%
IWP
1974
IAG Wealth Partners
Wisconsin
$25.6K +$25.4K +25 New
VWA
1975
Valued Wealth Advisors
Utah
$25K -$2.03K -2 -8%
77 78
79
80 81