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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
801
Bedel Financial Consulting
Indiana
$5K – – –
COCM
802
Charter Oak Capital Management
New Hampshire
$5K – – –
ME
803
McIlrath & Eck
Washington
$5K – – –
PMFA
804
Plante Moran Financial Advisors
Michigan
$5K – – –
MCM
805
MV Capital Management
Maryland
$5K +$4.05K +48 +600%
CWP
806
Concord Wealth Partners
Virginia
$5K +$5.07K +60 +1,000%
PWS
807
Paragon Wealth Strategies
Florida
$5K +$5.49K +65 New
FMP
808
Financial Management Professionals
Texas
$4K -$3.29K -39 -45%
Credit Agricole
809
Credit Agricole
France
$4K – – –
FFA
810
Freedman Financial Associates
Massachusetts
$4K – – –
KFP
811
KB Financial Partners
New Jersey
$4K – – –
LWA
812
Lenox Wealth Advisors
New York
$4K – – –
SN
813
Sittner & Nelson
Oregon
$4K – – –
VCM
814
Versant Capital Management
Arizona
$4K – – –
SB
815
Strategic Blueprint
Georgia
$4K +$3.8K +45 New
LWM
816
Liberty Wealth Management
California
$3K -$591 -7 -15%
ATC
817
Adirondack Trust Company
New York
$3K – – –
BWM
818
Baystate Wealth Management
Massachusetts
$3K – – –
EWA
819
Evolution Wealth Advisors
Florida
$3K – – –
TFM
820
TFC Financial Management
Massachusetts
$3K – – –
NFG
821
Next Financial Group
Texas
$3K +$338 +4 +12%
CAL
822
Capital Analysts LLC
Pennsylvania
$2K -$33.8K -400 -94%
APW
823
Acima Private Wealth
Virginia
$2K – – –
CFN
824
Cordasco Financial Network
Florida
$2K – – –
SFO
825
Standard Family Office
South Dakota
$2K – – –