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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
2101
Glass Jacobson Investment Advisors
Maryland
$35.7K -$117K -124 -78%
CYG
2102
Clean Yield Group
Vermont
$35.7K – – –
YDMI
2103
Y.D. More Investments
Israel
$35.7K – – –
PWMG
2104
Private Wealth Management Group
New Jersey
$34.6K -$946 -1 -3%
PPA
2105
Painted Porch Advisors
California
$34.6K – – –
CPA
2106
Compass Planning Associates
Massachusetts
$34.3K +$946 +1 +3%
FFL
2107
Financial Freedom LLC
Ohio
$34.3K +$946 +1 +3%
MAWAG
2108
Mid-American Wealth Advisory Group
Missouri
$33.6K +$30.3K +32 New
MWM
2109
MorganRosel Wealth Management
Colorado
$32.5K -$1.89K -2 -6%
HHMI
2110
Howard Hughes Medical Institute
Maryland
$32.5K +$29.3K +31 New
CAM
2111
Creekmur Asset Management
Illinois
$32K +$13.2K +14 +88%
T
2112
Tidemark
California
$31.7K – – –
DFA
2113
DHJJ Financial Advisors
Illinois
$31.5K – – –
AT
2114
Avalon Trust
New Mexico
$31.5K -$34K -36 -55%
AP
2115
Atwood & Palmer
Missouri
$31.5K -$14.2K -15 -33%
AWM
2116
AllSquare Wealth Management
New York
$31.5K – – –
GPFA
2117
Game Plan Financial Advisors
Ohio
$31.5K – – –
WA
2118
Whipplewood Advisors
Colorado
$30.4K +$14.2K +15 +107%
BCM
2119
Boreal Capital Management
Florida
$30.4K +$27.4K +29 New
CIAS
2120
CBIZ Investment Advisory Services
Ohio
$29.4K +$16.1K +17 +155%
AEPWM
2121
Atlantic Edge Private Wealth Management
Florida
$28.3K – – –
DPW
2122
DiNuzzo Private Wealth
Pennsylvania
$28.3K – – –
GC
2123
Garde Capital
Washington
$28.3K +$17K +18 +200%
TCM
2124
Traub Capital Management
Massachusetts
$28.3K +$25.5K +27 New
WFA
2125
West Financial Advisors
Iowa
$27.3K – – –
83 84
85
86 87