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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
926
Ethos Financial Group
Pennsylvania
$258K +$226K +1,467 New
FA
927
Fortis Advisors
Pennsylvania
$257K +$234K +1,516 New
VH
928
Visionary Horizons
Tennessee
$257K +$233K +1,514 New
NIM
929
Northeast Investment Management
Massachusetts
$257K -$61.5K -399 -21%
IWM
930
IHT Wealth Management
Illinois
$255K -$126K -814 -35%
Fisher Asset Management
931
Fisher Asset Management
Washington
$254K -$383K -2,486 -62%
UF
932
Univest Financial
Pennsylvania
$253K +$230K +1,491 New
LAM
933
L2 Asset Management
Massachusetts
$252K +$229K +1,486 New
SCM
934
Shelton Capital Management
Colorado
$251K +$228K +1,479 New
GLF
935
Groupe la Francaise
France
$250K -$21.7K -141 -9%
NB
936
Nicolet Bankshares
Wisconsin
$244K +$221K +1,436 New
QWP
937
Quotient Wealth Partners
Texas
$243K +$221K +1,432 New
PFSC
938
Peoples Financial Services Corp
Pennsylvania
$242K – – –
SWA
939
Shah Wealth Advisors
California
$241K +$219K +1,421 New
OFG
940
OmniStar Financial Group
North Carolina
$239K +$218K +1,412 New
JTWM
941
Jackson Thornton Wealth Management
Alabama
$239K +$218K +1,411 New
KCM
942
Kennedy Capital Management
Missouri
$239K +$217K +1,409 New
WC
943
Waterloo Capital
Texas
$238K +$216K +1,404 New
FSA
944
Franklin Street Advisors
North Carolina
$237K +$216K +1,400 New
PCS
945
Personal CFO Solutions
New Jersey
$237K +$216K +1,399 New
SP
946
SmartHarvest Portfolios
Washington
$236K +$214K +1,390 New
FIA
947
Foundations Investment Advisors
Arizona
$235K +$214K +1,387 New
EL
948
EWA LLC
Pennsylvania
$235K +$214K +1,386 New
SEP
949
Southland Equity Partners
Missouri
$234K +$213K +1,382 New
William Blair Investment Management
950
William Blair Investment Management
Illinois
$234K -$68.9K -447 -24%