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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
801
Charter Oak Capital Management
New Hampshire
$5K – – –
ME
802
McIlrath & Eck
Washington
$5K – – –
PMFA
803
Plante Moran Financial Advisors
Michigan
$5K – – –
WWM
804
Wolff Wiese Magana
California
$5K – – –
RWM
805
Raffa Wealth Management
District of Columbia
$4.96K +$774 +10 +20%
LWA
806
Lenox Wealth Advisors
New York
$4K -$3.48K -45 -46%
Credit Agricole
807
Credit Agricole
France
$4K – – –
FFA
808
Freedman Financial Associates
Massachusetts
$4K – – –
SN
809
Sittner & Nelson
Oregon
$4K – – –
VCM
810
Versant Capital Management
Arizona
$4K – – –
KFP
811
KB Financial Partners
New Jersey
$4K +$4.03K +52 New
APW
812
Acima Private Wealth
Virginia
$3K – – –
ATC
813
Adirondack Trust Company
New York
$3K – – –
BWM
814
Baystate Wealth Management
Massachusetts
$3K – – –
EWA
815
Evolution Wealth Advisors
Florida
$3K – – –
LWM
816
Liberty Wealth Management
California
$3K – – –
MF
817
Manchester Financial
California
$3K – – –
NFG
818
Next Financial Group
Texas
$3K – – –
TFM
819
TFC Financial Management
Massachusetts
$3K – – –
GAM
820
Grandview Asset Management
Pennsylvania
$3K +$2.79K +36 New
ACM
821
Allred Capital Management
Texas
$2.6K +$2.4K +31 New
CFN
822
Cordasco Financial Network
Florida
$2K – – –
SFO
823
Standard Family Office
South Dakota
$2K – – –
WCM
824
Wealthcare Capital Management
Virginia
$2K +$2.17K +28 New
KFS
825
Kelly Financial Services
Massachusetts
$1.86K – – –