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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
801
Tyler-Stone Wealth Management
Ohio
$13K – – –
BWL
802
Bogart Wealth LLC
Virginia
$12.4K – – –
GBT
803
Grove Bank & Trust
Florida
$12K +$11.8K +160 New
CSPAM
804
Cary Street Partners Asset Management
Virginia
$11.6K -$10.8K -147 -49%
SWA
805
Sutton Wealth Advisors
Florida
$11.6K -$810 -11 -7%
IRAG
806
Investment Research & Advisory Group
Georgia
$11K – – –
TAM
807
Tucker Asset Management
Colorado
$10.8K – – –
RTL
808
Red Tortoise LLC
Georgia
$10.2K +$9.72K +132 New
SIC
809
Salem Investment Counselors
North Carolina
$9.93K – – –
CCM
810
Cribstone Capital Management
Maine
$9.7K – – –
DIP
811
DT Investment Partners
Pennsylvania
$9.62K – – –
DAM
812
Delta Asset Management
Tennessee
$9.62K +$9.13K +124 New
JWA
813
JFS Wealth Advisors
Pennsylvania
$9.31K -$3.02K -41 -25%
RFG
814
RFP Financial Group
Georgia
$9.23K +$8.76K +119 New
NSIM
815
North Star Investment Management
Illinois
$8.77K +$957 +13 +13%
EBA
816
Eagle Bay Advisors
New York
$8.38K +$1.47K +20 +23%
JMF
817
Johnson Midwest Financial
Iowa
$8K – – –
JGIA
818
Jackson Grant Investment Advisers
Connecticut
$7.76K – – –
TCWA
819
Ten Capital Wealth Advisors
Washington
$7.76K – – –
TIM
820
Tortoise Investment Management
New York
$7.76K – – –
BIA
821
Bell Investment Advisors
California
$7.68K +$515 +7 +8%
CAC
822
Core Alternative Capital
Georgia
$7.4K – – –
BHWM
823
Beaird Harris Wealth Management
Texas
$7.21K +$2.43K +33 +55%
EE
824
EWG Elevate
California
$7.06K +$6.7K +91 New
BEI
825
Benjamin Edwards Inc
Missouri
$7K +$74 +1 +1%
31 32
33
34 35