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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2076
Private Wealth Management Group
New Jersey
$128K +$98.3K +95 +250%
KFA
2077
Kelleher Financial Advisors
New York
$126K +$62.1K +60 +85%
WA
2078
Westfuller Advisors
New York
$121K +$13.4K +13 +12%
BIA
2079
Bell Investment Advisors
California
$120K -$3.1K -3 -2%
MP
2080
McDonald Partners
Ohio
$117K +$126K +122 New
OCWP
2081
Owl Creek Wealth Partners
Colorado
$116K -$2.07K -2 -2%
BWM
2082
Bernard Wealth Management
Michigan
$115K – – –
SCM
2083
Silvant Capital Management
Georgia
$114K – – –
CFM
2084
Compass Financial Management
Florida
$113K +$113K +109 New
SAM
2085
Sherman Asset Management
California
$113K – – –
DWA
2086
Dougherty Wealth Advisers
Minnesota
$110K – – –
DAM
2087
Delta Asset Management
Tennessee
$109K +$6.21K +6 +6%
CA
2088
Crewe Advisors
Utah
$108K +$36.2K +35 +45%
SWIM
2089
Smallwood Wealth Investment Management
New Jersey
$107K -$3.1K -3 -3%
TWD
2090
True Wealth Design
Ohio
$106K +$45.5K +44 +67%
AT
2091
Arlington Trust
Alabama
$102K -$10.3K -10 -9%
FUBT
2092
First United Bank & Trust
Maryland
$101K +$15.5K +15 +17%
RF
2093
Rossby Financial
Florida
$100K +$9.31K +9 +9%
IAS
2094
IMA Advisory Services
Colorado
$97.1K +$103K +100 +10,000%
ITG
2095
Index Technologies Group
New York
$97.1K +$104K +101 New
CFD
2096
Creative Financial Designs
Indiana
$96.6K – – –
VIS
2097
Vega Investment Solutions
France
$96.2K -$1.07M -1,038 -91%
PWM
2098
Peck Wealth Management
New York
$96.2K – – –
SMBT
2099
Southern Michigan Bank & Trust
Michigan
$96.2K – – –
YDMI
2100
Y.D. More Investments
Israel
$93.3K -$17.6K -17 -15%
82 83
84
85 86