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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
EW
926
Elyxium Wealth
California
$55.1K +$51.1K +427 New
NRWA
927
North Ridge Wealth Advisors
Oregon
$51.6K – – –
CT
928
Colonial Trust
South Carolina
$51.6K -$221K -1,843 -82%
DE
929
DV Equities
Illinois
$50.8K +$47.2K +394 New
AA
930
Ancora Advisors
Ohio
$50.7K +$47.1K +393 New
TFIPS
931
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.7K -$16.8K -140 -27%
CSB
932
City State Bank
Iowa
$45.2K – – –
AGWCA
933
Annis Gardner Whiting Capital Advisors
Florida
$44.9K +$958 +8 +2%
TFA
934
Transamerica Financial Advisors
Florida
$44.4K +$18.1K +151 +78%
SIC
935
SJS Investment Consulting
Ohio
$42.8K +$2.15K +18 +6%
BGAI
936
Bruce G. Allen Investments
Colorado
$42.7K -$958 -8 -2%
TF
937
Tompkins Financial
New York
$41.9K -$2.99K -25 -7%
EPIMS
938
Evelyn Partners Investment Management Services
$41.9K -$599 -5 -2%
FC
939
Fairscale Capital
New Hampshire
$41.9K – – –
SWM
940
Spire Wealth Management
Virginia
$40.3K -$104K -869 -74%
SS
941
SBI Securities
Japan
$40.1K – – –
MWPCG
942
Measured Wealth Private Client Group
New Hampshire
$39.3K +$239 +2 +0.7%
FWA
943
Flagship Wealth Advisors
Massachusetts
$38.8K – – –
CNBTD
944
Citizens National Bank Trust Department
Mississippi
$38.7K – – –
BOTPPF
945
Board of the Pension Protection Fund
United Kingdom
$38.7K +$35.9K +300 New
FDCP
946
Foster Dykema Cabot & Partners
Massachusetts
$38.4K – – –
ADL
947
Asset Dedication LLC
California
$38.2K – – –
FPF
948
First Pacific Financial
Washington
$36.3K +$239 +2 +0.7%
RAM
949
Reflection Asset Management
South Carolina
$35.5K +$32.9K +275 New
CAL
950
Capital Analysts LLC
Pennsylvania
$35K – – –