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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
726
Janiczek Wealth Management
Colorado
$27K +$20.2K +297 +437%
PWPS
727
Pinnacle Wealth Planning Services
Ohio
$26K +$25K +368 New
HFA
728
Hoover Financial Advisors
Pennsylvania
$25K +$21.4K +316 New
ADIM
729
Alpha DNA Investment Management
Maryland
$25K +$23.6K +347 New
PK
730
Pflug Koory
Nebraska
$24K – – –
PA
731
Perennial Advisors
New York
$24K +$21.9K +323 New
Group One Trading
732
Group One Trading
Illinois
$24K +$22.7K +335 New
CIA
733
CSat Investment Advisory
Michigan
$23K -$62.7K -923 -75%
TFGT
734
TS Financial Group (TSFG)
Illinois
$22K – – –
MCM
735
McMillion Capital Management
North Carolina
$22K +$20.1K +296 New
TFIPS
736
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.8K +$20.4K +300 New
MA
737
MUFG Americas
New York
$21K +$2.99K +44 +18%
GRP
738
Global Retirement Partners
California
$19K -$6.52K -96 -27%
HR
739
Howe & Rusling
New York
$19K +$2.78K +41 +19%
AF
740
Allworth Financial
California
$19K +$17.9K +264 New
FFC
741
First Financial Corp
Indiana
$18K – – –
RFA
742
Reilly Financial Advisors
California
$18K – – –
TSW
743
Thompson Siegel & Walmsley
Virginia
$18K – – –
TFO
744
Tarbox Family Office
California
$17K – – –
GWS
745
Glassman Wealth Services
Virginia
$17K +$7.33K +108 +88%
CCA
746
Childress Capital Advisors
Texas
$17K +$15.5K +229 New
AF
747
Advisornet Financial
Minnesota
$16K -$5.91K -87 -28%
BWM
748
BerganKDV Wealth Management
Minnesota
$16K -$543 -8 -4%
CCM
749
Cribstone Capital Management
Maine
$16K – – –
IBOK
750
Independence Bank of Kentucky
Kentucky
$15K -$20.4K -300 -60%