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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
876
Peck Wealth Management
New York
$50.1K +$48.2K +432 New
CHC
877
City Holding Co
West Virginia
$47.3K +$45.5K +408 New
EP
878
Essential Partners
California
$47.2K +$45.4K +407 New
RFP
879
Root Financial Partners
California
$46.6K +$44.9K +402 New
NRWA
880
North Ridge Wealth Advisors
Oregon
$46.4K – – –
HWM
881
Hemington Wealth Management
Virginia
$46K +$2.79K +25 +7%
SC
882
Stance Capital
Massachusetts
$44.3K +$42.6K +382 New
CSB
883
City State Bank
Iowa
$40.6K – – –
TF
884
Tompkins Financial
New York
$40.6K – – –
AGWCA
885
Annis Gardner Whiting Capital Advisors
Florida
$39.4K +$10.5K +94 +38%
BGAI
886
Bruce G. Allen Investments
Colorado
$39.3K -$446 -4 -1%
EPIMS
887
Evelyn Partners Investment Management Services
$38.3K -$3.35K -30 -8%
FC
888
Fairscale Capital
New Hampshire
$37.7K – – –
AG
889
AmeriFlex Group
Nevada
$36.9K +$18K +161 +103%
SIC
890
SJS Investment Consulting
Ohio
$36.4K +$33.5K +300 +2,143%
SS
891
SBI Securities
Japan
$36.1K +$2.9K +26 +9%
MWPCG
892
Measured Wealth Private Client Group
New Hampshire
$35.2K +$33.8K +303 New
FWA
893
Flagship Wealth Advisors
Massachusetts
$34.9K +$33.6K +301 New
CNBTD
894
Citizens National Bank Trust Department
Mississippi
$34.8K – – –
FDCP
895
Foster Dykema Cabot & Partners
Massachusetts
$34.6K – – –
ADL
896
Asset Dedication LLC
California
$34.3K – – –
FPF
897
First Pacific Financial
Washington
$32.4K – – –
CAL
898
Capital Analysts LLC
Pennsylvania
$31K – – –
HFM
899
Harvest Fund Management
China
$30K -$87.7K -786 -75%
PWMG
900
Private Wealth Management Group
New Jersey
$29.8K – – –
34 35
36
37 38