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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
726
McIlrath & Eck
Washington
$3K – – –
PMFA
727
Plante Moran Financial Advisors
Michigan
$3K – – –
HGWM
728
Harvest Group Wealth Management
Massachusetts
$3K +$69 +1 +1%
SMFS
729
Squar Milner Financial Services
California
$3K +$3.96K +57 New
RWM
730
Raffa Wealth Management
District of Columbia
$2.34K +$764 +11 +33%
WCG
731
Weaver Consulting Group
California
$2K -$69.5K -1,000 -96%
APW
732
Acima Private Wealth
Virginia
$2K – – –
BWM
733
Baystate Wealth Management
Massachusetts
$2K – – –
CFN
734
Cordasco Financial Network
Florida
$2K – – –
IWP
735
IAG Wealth Partners
Wisconsin
$2K – – –
LF
736
Lee Financial
Texas
$2K – – –
VCM
737
Versant Capital Management
Arizona
$2K – – –
MF
738
Manchester Financial
California
$2K +$2.08K +30 New
MIM
739
Macroview Investment Management
Maryland
$2K +$3.06K +44 New
CT
740
Caldwell Trust
Florida
$1.65K – – –
KFS
741
Kelly Financial Services
Massachusetts
$1.15K +$69 +1 +5%
TAIM
742
TD Ameritrade Investment Management
Nebraska
$1K -$417 -6 -18%
CCA
743
Column Capital Advisors
Indiana
$1K – – –
PW
744
Price Wealth
Texas
$1K +$764 +11 +69%
CG
745
Cutler Group
California
$1K +$1.81K +26 New
AWA
746
Arkadios Wealth Advisors
Georgia
$799 +$208 +3 +25%
OAM
747
Optimal Asset Management
California
$576 +$465K +6,692 +162%
FGAM
748
Financial Gravity Asset Management
Texas
$325 -$139 -2 -25%
OAC
749
OMERS Administration Corp
Ontario, Canada
– -$120M -1,512,599 Closed
CIP
750
Cornerstone Investment Partners
Georgia
– -$66.1M -835,631 Closed
28 29
30
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