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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2101
Lodestone Wealth Management
Washington
$103K – – –
Newbridge Financial Services Group
2102
Newbridge Financial Services Group
Florida
$102K +$5.26K +5 +5%
Creative Financial Designs
2103
Creative Financial Designs
Indiana
$96.5K -$2.1K -2 -2%
CH
2104
CDKV Holdings
Colorado
$96.2K – – –
PWM
2105
Peck Wealth Management
New York
$96.2K – – –
SMBT
2106
Southern Michigan Bank & Trust
Michigan
$96.2K +$105K +100 New
OA
2107
Operose Advisors
Wisconsin
$92.3K +$32.6K +31 +48%
RF
2108
Rossby Financial
Florida
$91.1K +$26.3K +25 +36%
Salem Investment Counselors
2109
Salem Investment Counselors
North Carolina
$88.5K +$96.8K +92 New
MWM
2110
Mascoma Wealth Management
New Hampshire
$88.5K +$4.21K +4 +5%
Cassaday & Co Wealth Management
2111
Cassaday & Co Wealth Management
Virginia
$87.5K +$95.7K +91 New
Skylands Capital
2112
Skylands Capital
Wisconsin
$86.6K -$52.6K -50 -36%
FUBT
2113
First United Bank & Trust
Maryland
$86.6K – – –
YP
2114
YANKCOM Partnership
South Dakota
$85.6K -$12.6K -12 -12%
API
2115
Asset Planning Inc
California
$85.6K – – –
HNW
2116
High Note Wealth
Minnesota
$84.6K -$4.21K -4 -4%
TS Financial Group (TSFG)
2117
TS Financial Group (TSFG)
Illinois
$83K – – –
BFSG LLC
2118
BFSG LLC
California
$80.8K +$7.36K +7 +9%
Sound Income Strategies
2119
Sound Income Strategies
Florida
$80.7K -$4.21K -4 -5%
JWM
2120
JPL Wealth Management
Colorado
$80.3K +$87.3K +83 New
HHM Wealth Advisors
2121
HHM Wealth Advisors
Tennessee
$77.2K – – –
NL
2122
NVWM LLC
Pennsylvania
$76.9K – – –
Disciplina Capital Management
2123
Disciplina Capital Management
Tennessee
$76.3K – – –
Vestor Capital
2124
Vestor Capital
Illinois
$75K -$1.05K -1 -1%
First Command Advisory Services
2125
First Command Advisory Services
Texas
$74.1K – – –