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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
901
GW&K Investment Management
Massachusetts
$19K – – –
HI
902
Human Investing
Oregon
$18.7K +$18.1K +191 New
FMTCOCP
903
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K – – –
CBT
904
Crews Bank & Trust
Florida
$16.4K +$15.8K +167 New
GBT
905
Grove Bank & Trust
Florida
$16.3K +$11K +116 +232%
GSWM
906
Golden State Wealth Management
California
$16.3K +$15.7K +166 New
BWL
907
Bogart Wealth LLC
Virginia
$16.3K +$189 +2 +1%
AG
908
AmeriFlex Group
Nevada
$16K +$14.9K +157 New
RA
909
Rise Advisors
New York
$15.9K +$95 +1 +0.6%
WWA
910
Wingate Wealth Advisors
Massachusetts
$15.5K +$15K +158 New
ZB
911
Zions Bancorporation
Utah
$15.4K -$5.97K -63 -29%
SO
912
Sierra Ocean
California
$14.6K +$14K +148 New
IRAG
913
Investment Research & Advisory Group
Georgia
$13.9K – – –
NSIM
914
North Star Investment Management
Illinois
$13.7K – – –
JWA
915
JFS Wealth Advisors
Pennsylvania
$13.3K – – –
NRG
916
Nemes Rush Group
Michigan
$12.9K – – –
RCM
917
Raleigh Capital Management
North Carolina
$12.8K -$1.42K -15 -10%
APW
918
Atlantic Private Wealth
North Carolina
$12.3K +$11.8K +125 New
DIP
919
DT Investment Partners
Pennsylvania
$12.2K – – –
CAL
920
Capital Advisors Ltd
Ohio
$12K – – –
W
921
WealthCollab
Washington
$12K – – –
NC
922
NewSquare Capital
Pennsylvania
$11.8K +$1.33K +14 +13%
CHC
923
City Holding Co
West Virginia
$11.8K +$11.4K +120 New
RTL
924
Red Tortoise LLC
Georgia
$11.7K – – –
HWA
925
HHM Wealth Advisors
Tennessee
$11.4K +$189 +2 +2%
35 36
37
38 39