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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
2076
Delta Asset Management
Tennessee
$109K +$6.21K +6 +6%
CA
2077
Crewe Advisors
Utah
$108K +$36.2K +35 +45%
SWIM
2078
Smallwood Wealth Investment Management
New Jersey
$107K -$3.1K -3 -3%
TWD
2079
True Wealth Design
Ohio
$106K +$45.5K +44 +67%
AT
2080
Arlington Trust
Alabama
$102K -$10.3K -10 -9%
FUBT
2081
First United Bank & Trust
Maryland
$101K +$15.5K +15 +17%
RF
2082
Rossby Financial
Florida
$100K +$9.31K +9 +9%
IAS
2083
IMA Advisory Services
Colorado
$97.1K +$103K +100 +10,000%
ITG
2084
Index Technologies Group
New York
$97.1K +$104K +101 New
CFD
2085
Creative Financial Designs
Indiana
$96.6K
VIS
2086
Vega Investment Solutions
France
$96.2K -$1.07M -1,038 -91%
PWM
2087
Peck Wealth Management
New York
$96.2K
SMBT
2088
Southern Michigan Bank & Trust
Michigan
$96.2K
YDMI
2089
Y.D. More Investments
Israel
$93.3K -$17.6K -17 -15%
HWA
2090
HHM Wealth Advisors
Tennessee
$92.7K +$16.5K +16 +20%
LWM
2091
Lodestone Wealth Management
Washington
$92.3K -$11.4K -11 -10%
NFSG
2092
Newbridge Financial Services Group
Florida
$91.3K -$11.4K -11 -10%
SIC
2093
Salem Investment Counselors
North Carolina
$90.4K +$2.07K +2 +2%
MWM
2094
Mascoma Wealth Management
New Hampshire
$88.5K
HNW
2095
High Note Wealth
Minnesota
$88.5K +$4.14K +4 +5%
PCA
2096
Providence Capital Advisors
North Carolina
$86.5K +$93.1K +90 New
SC
2097
Skylands Capital
Wisconsin
$86.5K
API
2098
Asset Planning Inc
California
$85.6K
JWM
2099
JPL Wealth Management
Colorado
$85.2K +$6.21K +6 +7%
YP
2100
YANKCOM Partnership
South Dakota
$83.7K -$2.07K -2 -2%