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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
LPP
751
Life Planning Partners
Florida
$95K +$96.7K +1,026 New
JFA
752
JNBA Financial Advisors
Minnesota
$94K
MA
753
MUFG Americas
New York
$92K
WFS
754
Widmann Financial Services
Maryland
$90K +$91.9K +975 New
FMB
755
Field & Main Bank
Kentucky
$85K +$7.07K +75 +9%
TF
756
TimeScale Financial
Massachusetts
$81K +$566 +6 +0.7%
CFFP
757
Center for Financial Planning
Michigan
$74K
IRC
758
Investors Research Corp
Georgia
$74K
EWA
759
EverSource Wealth Advisors
Alabama
$67K +$67.5K +716 New
SOW
760
State of Wyoming
Wyoming
$65K +$1.79K +19 +3%
TFS
761
TrustCore Financial Services
Tennessee
$63K
ADL
762
Asset Dedication LLC
California
$62K
FQ
763
First Quadrant
California
$60K -$2.92K -31 -5%
WBC
764
West Branch Capital
Massachusetts
$60K
PO
765
Private Ocean
California
$60K +$60.8K +645 New
TWA
766
TCI Wealth Advisors
Arizona
$57K
CFGS
767
Concourse Financial Group Securities
Alabama
$57K +$1.32K +14 +2%
HFA
768
HC Financial Advisors
California
$56K
MFM
769
MD Financial Management
Ontario, Canada
$56K
OIS
770
Okabena Investment Services
Minnesota
$56K +$57.2K +607 New
GFPC
771
Global Financial Private Client
Florida
$55.8K +$56.6K +600 New
GRP
772
Global Retirement Partners
California
$55K +$1.13K +12 +2%
QC
773
Quent Capital
New York
$54K +$55K +584 New
BHWM
774
Beaird Harris Wealth Management
Texas
$52K +$52.8K +560 New
MAM
775
Magellan Asset Management
Australia
$51K