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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
801
Central Bank & Trust
Kentucky
$13.5K – – –
TSWM
802
Tyler-Stone Wealth Management
Ohio
$13K – – –
BWL
803
Bogart Wealth LLC
Virginia
$12.4K – – –
GBT
804
Grove Bank & Trust
Florida
$12K +$11.8K +160 New
CSPAM
805
Cary Street Partners Asset Management
Virginia
$11.6K -$10.8K -147 -49%
SWA
806
Sutton Wealth Advisors
Florida
$11.6K -$810 -11 -7%
IRAG
807
Investment Research & Advisory Group
Georgia
$11K – – –
TAM
808
Tucker Asset Management
Colorado
$10.8K – – –
RTL
809
Red Tortoise LLC
Georgia
$10.2K +$9.72K +132 New
SIC
810
Salem Investment Counselors
North Carolina
$9.93K – – –
CCM
811
Cribstone Capital Management
Maine
$9.7K – – –
DIP
812
DT Investment Partners
Pennsylvania
$9.62K – – –
DAM
813
Delta Asset Management
Tennessee
$9.62K +$9.13K +124 New
JWA
814
JFS Wealth Advisors
Pennsylvania
$9.31K -$3.02K -41 -25%
RFG
815
RFP Financial Group
Georgia
$9.23K +$8.76K +119 New
NSIM
816
North Star Investment Management
Illinois
$8.77K +$957 +13 +13%
EBA
817
Eagle Bay Advisors
New York
$8.38K +$1.47K +20 +23%
JMF
818
Johnson Midwest Financial
Iowa
$8K – – –
JGIA
819
Jackson Grant Investment Advisers
Connecticut
$7.76K – – –
TCWA
820
Ten Capital Wealth Advisors
Washington
$7.76K – – –
TIM
821
Tortoise Investment Management
New York
$7.76K – – –
BIA
822
Bell Investment Advisors
California
$7.68K +$515 +7 +8%
CAC
823
Core Alternative Capital
Georgia
$7.4K – – –
BHWM
824
Beaird Harris Wealth Management
Texas
$7.21K +$2.43K +33 +55%
EE
825
EWG Elevate
California
$7.06K +$6.7K +91 New
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