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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
826
Private Wealth Management Group
New Jersey
$10.7K +$9.62K +138 New
CT
827
Colonial Trust
South Carolina
$10.7K +$2.44K +35 +34%
TAM
828
Tucker Asset Management
Colorado
$10.6K – – –
OA
829
Operose Advisors
Wisconsin
$10.1K – – –
PCMC
830
Planning Capital Management Corporation
Pennsylvania
$10.1K +$9.06K +130 New
GKIM
831
GW&K Investment Management
Massachusetts
$10K +$1.46K +21 +19%
W
832
WealthCollab
Washington
$9.45K +$8.51K +122 New
DIP
833
DT Investment Partners
Pennsylvania
$9.28K – – –
RTL
834
Red Tortoise LLC
Georgia
$9.22K – – –
RFG
835
RFP Financial Group
Georgia
$9.22K – – –
CAL
836
Capital Advisors Ltd
Ohio
$9K – – –
M
837
MOTCO
Texas
$8.91K – – –
HWA
838
HHM Wealth Advisors
Tennessee
$8.83K – – –
BIA
839
Bell Investment Advisors
California
$8.6K -$2.09K -30 -21%
AP
840
Aspect Partners
Virginia
$8.52K +$7.67K +110 New
CAC
841
Core Alternative Capital
Georgia
$8.51K -$2.02K -29 -21%
MBFW
842
Morton Brown Family Wealth
Pennsylvania
$8.21K +$7.39K +106 New
CFGS
843
Concourse Financial Group Securities
Alabama
$8.21K +$3.63K +52 +98%
PAI
844
Pittenger & Anderson Inc
Nebraska
$8.06K +$7.25K +104 New
VCM
845
Versant Capital Management
Arizona
$7.82K +$1.46K +21 +26%
MWM
846
Mascoma Wealth Management
New Hampshire
$7.75K -$837 -12 -11%
JGIA
847
Jackson Grant Investment Advisers
Connecticut
$7.75K – – –
PBK
848
Peoples Bank (Kansas)
Kansas
$7.75K – – –
TIM
849
Tortoise Investment Management
New York
$7.75K – – –
TWM
850
Tradition Wealth Management
Minnesota
$7K -$627 -9 -9%
32 33
34
35 36