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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
DF
951
Dunhill Financial
United Kingdom
$5.23K +$1.89K +20 +61%
AWM
952
Abound Wealth Management
Tennessee
$5.12K -$758 -8 -13%
AW
953
Avion Wealth
Texas
$5K +$758 +8 +19%
AF
954
Advisornet Financial
Minnesota
$4.92K -$2.08K -22 -31%
GWSG
955
GPS Wealth Strategies Group
Colorado
$4.91K – – –
WWM
956
Wolff Wiese Magana
California
$4.91K – – –
HNW
957
High Note Wealth
Minnesota
$4.91K +$4.74K +50 New
CSWM
958
Cassady Schiller Wealth Management
Ohio
$4.51K +$4.36K +46 New
NWWA
959
New Wave Wealth Advisors
Arkansas
$4.42K +$4.26K +45 New
ACA
960
Atlas Capital Advisors
Wyoming
$3.93K – – –
WWP
961
WR Wealth Planners
Missouri
$3.93K +$1.42K +15 +60%
FGA
962
Fortis Group Advisors
New Jersey
$3.83K – – –
CWM
963
Copia Wealth Management
Oregon
$3.44K +$3.31K +35 New
MHR
964
Matthew Hamilton Rosenberg
$3.4K -$4.36K -46 -57%
CWC
965
Carolinas Wealth Consulting
North Carolina
$3.24K – – –
DPW
966
DiNuzzo Private Wealth
Pennsylvania
$3.14K – – –
CWP
967
Clark Wealth Partners
Illinois
$3.14K +$3.03K +32 New
HFS
968
Hantz Financial Services
Michigan
$3K – – –
FFC
969
First Financial Corp
Indiana
$2.94K – – –
CIA
970
Cape Investment Advisory
Georgia
$2.94K +$95 +1 +3%
HCA
971
Heck Capital Advisors
Wisconsin
$2.94K +$2.84K +30 New
TWD
972
True Wealth Design
Ohio
$2.85K +$2.75K +29 New
SIC
973
Salem Investment Counselors
North Carolina
$2.75K +$474 +5 +22%
VWA
974
Valued Wealth Advisors
Utah
$2.66K – – –
SIC
975
SJS Investment Consulting
Ohio
$2.55K -$189 -2 -7%