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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
851
Concourse Financial Group Securities
Alabama
$2.66K +$2.28K +31 +1,033%
AWM
852
Abound Wealth Management
Tennessee
$2.65K +$442 +6 +21%
ATC
853
Adirondack Trust Company
New York
$2.4K – – –
APW
854
Acima Private Wealth
Virginia
$2.33K – – –
AWM
855
Atticus Wealth Management
Florida
$2.33K – – –
ZIG
856
Zullo Investment Group
Pennsylvania
$2.33K – – –
KFP
857
KB Financial Partners
New Jersey
$2K -$2.06K -28 -54%
CAL
858
Capital Analysts LLC
Pennsylvania
$2K -$1.92K -26 -51%
HFS
859
Hantz Financial Services
Michigan
$2K – – –
PPC
860
Park Place Capital
Alabama
$2K +$1.55K +21 New
CA
861
CoreCap Advisors
Michigan
$1.86K +$1.77K +24 New
SCA
862
Stonebridge Capital Advisors
Minnesota
$1.82K -$147 -2 -8%
WPA
863
West Paces Advisors
Georgia
$1.55K – – –
CWC
864
Carolinas Wealth Consulting
North Carolina
$1.41K – – –
MPCL
865
My Personal CFO LLC
Washington
$1.4K +$1.33K +18 New
OIA
866
Optimum Investment Advisors
Illinois
$1.09K – – –
CTA
867
Colonial Trust Advisors
South Carolina
$1.09K +$1.03K +14 New
BA
868
Bellwether Advisors
Nebraska
$1.08K – – –
BCMLT
869
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.01K – – –
CCMI
870
Creative Capital Management Investments
California
$1K +$515 +7 New
AA
871
Ancora Advisors
Ohio
$1K +$736 +10 New
PCM
872
Penserra Capital Management
California
$1K +$1.47K +20 New
SWA
873
SOA Wealth Advisors
New York
$856 – – –
ECM
874
Everence Capital Management
Indiana
$808 +$281K +3,810 +58%
MYAM
875
Meiji Yasuda Asset Management
Japan
$791 +$14.7K +200 +2%
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35
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