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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
926
Marshall & Sterling Wealth Advisors
New York
$6.63K +$7.07K +74 New
WCM
927
WealthTrak Capital Management
Virginia
$6.36K -$13.4K -140 -66%
RWM
928
Raffa Wealth Management
District of Columbia
$6K – – –
TWD
929
True Wealth Design
Ohio
$5.91K +$3.53K +37 +128%
ME
930
McIlrath & Eck
Washington
$5.37K – – –
TSMHT
931
Thurston Springer Miller Herd & Titak
Indiana
$5.21K +$96 +1 +2%
AW
932
Avion Wealth
Texas
$5K – – –
GWSG
933
GPS Wealth Strategies Group
Colorado
$4.66K +$191 +2 +4%
HNW
934
High Note Wealth
Minnesota
$4.48K – – –
WWM
935
Wolff Wiese Magana
California
$4.48K – – –
HWP
936
Highline Wealth Partners
California
$4.03K +$2.39K +25 +125%
HFS
937
Hantz Financial Services
Michigan
$4K +$1.15K +12 +40%
CPG
938
Cornerstone Planning Group
New Jersey
$3.76K +$1.91K +20 +83%
ACA
939
Atlas Capital Advisors
Wyoming
$3.58K – – –
FGA
940
Fortis Group Advisors
New Jersey
$3.49K – – –
AWM
941
Abound Wealth Management
Tennessee
$3.42K -$1.34K -14 -27%
CWM
942
Copia Wealth Management
Oregon
$3.13K – – –
MHR
943
Matthew Hamilton Rosenberg
$3.1K – – –
OP
944
ORG Partners
Indiana
$3.02K +$3.25K +34 New
DPW
945
DiNuzzo Private Wealth
Pennsylvania
$2.96K +$96 +1 +3%
CWC
946
Carolinas Wealth Consulting
North Carolina
$2.95K – – –
DF
947
Dunhill Financial
United Kingdom
$2.93K -$1.91K -20 -38%
CWP
948
Clark Wealth Partners
Illinois
$2.77K -$96 -1 -3%
CIA
949
Cape Investment Advisory
Georgia
$2.69K – – –
SIC
950
Salem Investment Counselors
North Carolina
$2.51K – – –