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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
AP
2101
Aspect Partners
Virginia
$36.7K +$13.2K +14 +67%
GJIA
2102
Glass Jacobson Investment Advisors
Maryland
$35.7K -$117K -124 -78%
CYG
2103
Clean Yield Group
Vermont
$35.7K – – –
YDMI
2104
Y.D. More Investments
Israel
$35.7K – – –
PWMG
2105
Private Wealth Management Group
New Jersey
$34.6K -$946 -1 -3%
PPA
2106
Painted Porch Advisors
California
$34.6K – – –
CPA
2107
Compass Planning Associates
Massachusetts
$34.3K +$946 +1 +3%
FFL
2108
Financial Freedom LLC
Ohio
$34.3K +$946 +1 +3%
MAWAG
2109
Mid-American Wealth Advisory Group
Missouri
$33.6K +$30.3K +32 New
MWM
2110
MorganRosel Wealth Management
Colorado
$32.5K -$1.89K -2 -6%
HHMI
2111
Howard Hughes Medical Institute
Maryland
$32.5K +$29.3K +31 New
CAM
2112
Creekmur Asset Management
Illinois
$32K +$13.2K +14 +88%
T
2113
Tidemark
California
$31.7K – – –
DFA
2114
DHJJ Financial Advisors
Illinois
$31.5K – – –
AT
2115
Avalon Trust
New Mexico
$31.5K -$34K -36 -55%
AP
2116
Atwood & Palmer
Missouri
$31.5K -$14.2K -15 -33%
AWM
2117
AllSquare Wealth Management
New York
$31.5K – – –
GPFA
2118
Game Plan Financial Advisors
Ohio
$31.5K – – –
WA
2119
Whipplewood Advisors
Colorado
$30.4K +$14.2K +15 +107%
BCM
2120
Boreal Capital Management
Florida
$30.4K +$27.4K +29 New
CIAS
2121
CBIZ Investment Advisory Services
Ohio
$29.4K +$16.1K +17 +155%
AEPWM
2122
Atlantic Edge Private Wealth Management
Florida
$28.3K – – –
DPW
2123
DiNuzzo Private Wealth
Pennsylvania
$28.3K – – –
GC
2124
Garde Capital
Washington
$28.3K +$17K +18 +200%
TCM
2125
Traub Capital Management
Massachusetts
$28.3K +$25.5K +27 New