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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
726
BDO Wealth Advisors
Florida
$3K -$2.02K -29 -37%
ME
727
McIlrath & Eck
Washington
$3K – – –
PMFA
728
Plante Moran Financial Advisors
Michigan
$3K – – –
HGWM
729
Harvest Group Wealth Management
Massachusetts
$3K +$69 +1 +1%
SMFS
730
Squar Milner Financial Services
California
$3K +$3.96K +57 New
RWM
731
Raffa Wealth Management
District of Columbia
$2.34K +$764 +11 +33%
WCG
732
Weaver Consulting Group
California
$2K -$69.5K -1,000 -96%
APW
733
Acima Private Wealth
Virginia
$2K – – –
BWM
734
Baystate Wealth Management
Massachusetts
$2K – – –
CFN
735
Cordasco Financial Network
Florida
$2K – – –
IWP
736
IAG Wealth Partners
Wisconsin
$2K – – –
LF
737
Lee Financial
Texas
$2K – – –
VCM
738
Versant Capital Management
Arizona
$2K – – –
MF
739
Manchester Financial
California
$2K +$2.08K +30 New
MIM
740
Macroview Investment Management
Maryland
$2K +$3.06K +44 New
CT
741
Caldwell Trust
Florida
$1.65K – – –
KFS
742
Kelly Financial Services
Massachusetts
$1.15K +$69 +1 +5%
TAIM
743
TD Ameritrade Investment Management
Nebraska
$1K -$417 -6 -18%
CCA
744
Column Capital Advisors
Indiana
$1K – – –
PW
745
Price Wealth
Texas
$1K +$764 +11 +69%
CG
746
Cutler Group
California
$1K +$1.81K +26 New
AWA
747
Arkadios Wealth Advisors
Georgia
$799 +$208 +3 +25%
OAC
748
OMERS Administration Corp
Ontario, Canada
– -$120M -1,512,599 Closed
CIP
749
Cornerstone Investment Partners
Georgia
– -$66.1M -835,631 Closed
Alyeska Investment Group
750
Alyeska Investment Group
Illinois
– -$61.5M -777,591 Closed