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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
2151
Blue Bell Private Wealth Management
Pennsylvania
$41.3K – – –
PS
2152
Planning Strategies
Pennsylvania
$41.3K +$44.5K +43 New
AFC
2153
Ares Financial Consulting
California
$40.4K – – –
SFAM
2154
Sawyer Falduto Asset Management
Illinois
$40.4K – – –
RF
2155
Robinswood Financial
Washington
$40.4K – – –
RBC
2156
Roble Belko & Company
Pennsylvania
$40K -$1.03K -1 -2%
TWM
2157
Tripletail Wealth Management
Florida
$39.8K – – –
GA
2158
GoalVest Advisory
New York
$39.4K – – –
LAMC
2159
Longview Asset Management (California)
California
$39.4K – – –
WAS
2160
Winch Advisory Services
Wisconsin
$39K +$1.03K +1 +3%
BF
2161
Brooklyn FI
New York
$37K +$36.2K +35 New
BCM
2162
Boreal Capital Management
Florida
$36.5K – – –
WIM
2163
Westside Investment Management
California
$36.5K – – –
JGCM
2164
Joseph Group Capital Management
Ohio
$36.5K +$12.4K +12 +46%
FC
2165
Fairscale Capital
New Hampshire
$35.6K – – –
AT
2166
Avalon Trust
New Mexico
$35.6K +$7.24K +7 +23%
RWM
2167
RMG Wealth Management
Wisconsin
$34.8K +$4.14K +4 +15%
DWM
2168
Dogwood Wealth Management
Kansas
$33.7K +$11.4K +11 +46%
CAM
2169
Chesapeake Asset Management
New York
$33.7K – – –
GJIA
2170
Glass Jacobson Investment Advisors
Maryland
$32.7K – – –
RWM
2171
Raffa Wealth Management
District of Columbia
$32.7K -$7.24K -7 -17%
CYG
2172
Clean Yield Group
Vermont
$32.7K – – –
SSG
2173
Summit Securities Group
New York
$32.7K +$10.3K +10 +42%
C
2174
Covestor
United Kingdom
$32K -$3.1K -3 -8%
MCA
2175
McGuire Capital Advisors
Oklahoma
$31.7K – – –
85 86
87
88 89