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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
751
Lindbrook Capital
California
$66.3K -$39.8K -534 -37%
CH
752
Cromwell Holdings
Wyoming
$64.1K +$64.5K +866 New
CFG
753
CKW Financial Group
Hawaii
$63K -$29.8K -400 -32%
TFF
754
The Family Firm
Maryland
$61.3K +$61.7K +828 New
CFFP
755
Center for Financial Planning
Michigan
$59.2K – – –
CB
756
Community Bank
New York
$59.2K – – –
IRC
757
Investors Research Corp
Georgia
$59.2K – – –
BWP
758
Baldwin Wealth Partners
Massachusetts
$57.2K – – –
BF
759
BOK Financial
Oklahoma
$56.9K -$1.48M -19,819 -96%
CAL
760
Capital Analysts LLC
Pennsylvania
$53K +$48.8K +655 +1,191%
DMBA
761
Deseret Mutual Benefit Administrators
Utah
$51.7K – – –
IA
762
IFP Advisors
Florida
$50.7K +$15.9K +213 +45%
TF
763
Tompkins Financial
New York
$50.3K – – –
PO
764
Private Ocean
California
$49.6K -$6.49K -87 -11%
CTC
765
Central Trust Company
Missouri
$49.2K -$23.9K -320 -32%
WBC
766
West Branch Capital
Massachusetts
$48.1K – – –
TCOV
767
Trust Company of Vermont
Vermont
$48.1K +$14.9K +200 +44%
VWM
768
Venturi Wealth Management
Texas
$47K +$11K +148 +30%
GFPC
769
Global Financial Private Client
Florida
$44.4K – – –
SS
770
Sunbelt Securities
Texas
$44.2K -$6.71K -90 -13%
SAM
771
Smartleaf Asset Management
Massachusetts
$43.3K +$4.17K +56 +10%
SAM
772
S.A. Mason
Michigan
$40.7K – – –
SCM
773
Silvant Capital Management
Georgia
$40.6K – – –
GWM
774
Geneos Wealth Management
Colorado
$38.9K – – –
VCM
775
Versant Capital Management
Arizona
$38.3K +$31K +416 +412%
29 30
31
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