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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
876
Creekside Partners
California
$213K – – –
RCAG
877
Rehmann Capital Advisory Group
Michigan
$210K +$639 +5 +0.3%
MWM
878
Mission Wealth Management
California
$208K +$6.39K +50 +3%
TWP
879
Tower Wealth Partners
Pennsylvania
$208K +$210K +1,642 New
TPCW
880
TD Private Client Wealth
New York
$205K +$1.53K +12 +0.7%
RA
881
Riversedge Advisors
Delaware
$205K +$207K +1,618 New
GLF
882
Groupe la Francaise
France
$205K -$9.59K -75 -4%
PWPS
883
Pinnacle Wealth Planning Services
Ohio
$204K +$2.3K +18 +1%
LCWP
884
Legacy Capital Wealth Partners
Arkansas
$203K -$107K -840 -34%
GPA
885
Garrison Point Advisors
California
$202K – – –
MGI
886
Miller Global Investments
Texas
$196K – – –
WETS
887
Wealth Enhancement Trust Services
South Dakota
$189K +$2.3K +18 +1%
MUMSS
888
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K +$191K +1,492 New
UB
889
UMB Bank
Missouri
$185K -$23.9K -187 -11%
EWA
890
EverSource Wealth Advisors
Alabama
$184K +$19.6K +153 +12%
PFSC
891
Peoples Financial Services Corp
Pennsylvania
$180K – – –
IA
892
IFP Advisors
Florida
$180K +$24.7K +193 +16%
WTC
893
WhitTier Trust Company
Nevada
$172K +$639 +5 +0.4%
SSG
894
Summit Securities Group
New York
$167K -$276K -2,157 -62%
LFG
895
Larson Financial Group
Missouri
$166K +$44.3K +346 +36%
PB
896
Pinnacle Bancorp
Nebraska
$164K – – –
DCM
897
Davis Capital Management
Florida
$163K – – –
KTC
898
Kentucky Trust Company
Kentucky
$161K – – –
DMBA
899
Deseret Mutual Benefit Administrators
Utah
$160K +$72.6K +568 +81%
MB
900
MidFirst Bank
Oklahoma
$159K -$230K -1,796 -59%
34 35
36
37 38