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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
801
Plante Moran Financial Advisors
Michigan
$5K
WWM
802
Wolff Wiese Magana
California
$5K
RWM
803
Raffa Wealth Management
District of Columbia
$4.96K +$774 +10 +20%
LWA
804
Lenox Wealth Advisors
New York
$4K -$3.48K -45 -46%
Credit Agricole
805
Credit Agricole
France
$4K
FFA
806
Freedman Financial Associates
Massachusetts
$4K
SN
807
Sittner & Nelson
Oregon
$4K
VCM
808
Versant Capital Management
Arizona
$4K
KFP
809
KB Financial Partners
New Jersey
$4K +$4.03K +52 New
APW
810
Acima Private Wealth
Virginia
$3K
ATC
811
Adirondack Trust Company
New York
$3K
BWM
812
Baystate Wealth Management
Massachusetts
$3K
EWA
813
Evolution Wealth Advisors
Florida
$3K
LWM
814
Liberty Wealth Management
California
$3K
MF
815
Manchester Financial
California
$3K
NFG
816
Next Financial Group
Texas
$3K
TFM
817
TFC Financial Management
Massachusetts
$3K
GAM
818
Grandview Asset Management
Pennsylvania
$3K +$2.79K +36 New
ACM
819
Allred Capital Management
Texas
$2.6K +$2.4K +31 New
LPARFS
820
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$2.31K -$2.56M -33,000 -55%
CFN
821
Cordasco Financial Network
Florida
$2K
SFO
822
Standard Family Office
South Dakota
$2K
WCM
823
Wealthcare Capital Management
Virginia
$2K +$2.17K +28 New
KFS
824
Kelly Financial Services
Massachusetts
$1.86K
SIS
825
Sound Income Strategies
Florida
$1.26K +$1.16K +15 New