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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
901
West Paces Advisors
Georgia
$1.77K
NFA
902
Northwest Financial Advisors
Virginia
$1.68K +$1.57K +19 New
UCI
903
Uncommon Cents Investing
Wisconsin
$1.33K +$1.24K +15 New
CT
904
Caldwell Trust
Florida
$1.24K +$1.15K +14 New
CAS
905
Coppell Advisory Solutions
Texas
$1.24K
SIS
906
Strategic Investment Solutions
Illinois
$1K +$82 +1 +10%
PMAM
907
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.15K +14 New
BCMLT
908
Beacon Capital Management LLC (Tennessee)
Tennessee
$973
FFO
909
Fortitude Family Office
Arizona
$973
NL
910
NVWM LLC
Pennsylvania
$885 +$412 +5 +100%
HWP
911
Highline Wealth Partners
California
$885 +$825 +10 New
CAC
912
Core Alternative Capital
Georgia
$796
CA
913
Claris Advisors
Missouri
$796 +$742 +9 New
GSEP
914
Golden State Equity Partners
California
$796 +$742 +9 New
VAMG
915
Voisard Asset Management Group
Michigan
$620 +$577 +7 New
MIM
916
Macroview Investment Management
Maryland
$531
WA
917
WestEnd Advisors
North Carolina
$531 +$82 +1 +20%
AIM
918
Anchor Investment Management
South Carolina
$531 +$495 +6 New
CAM
919
Chesapeake Asset Management
New York
$442 +$412 +5 New
SWA
920
SOA Wealth Advisors
New York
$98
MFG
921
Mendota Financial Group
Wisconsin
$89 +$82 +1 New
YDMI
922
Y.D. More Investments
Israel
$40 +$742 +9 +6%
DWM
923
Dogwood Wealth Management
Kansas
$4
Jacobs Levy Equity Management
924
Jacobs Levy Equity Management
New Jersey
-$66.1M -892,719 Closed
ACL
925
Azora Capital LP
Florida
-$12.8M -173,575 Closed