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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
951
Valued Wealth Advisors
Utah
$2.44K – – –
CA
952
Continuum Advisory
Idaho
$2.42K -$22.4K -234 -90%
AWM
953
Activest Wealth Management
Florida
$2.42K +$2.58K +27 New
PPC
954
Park Place Capital
Alabama
$2.15K – – –
SIC
955
SJS Investment Consulting
Ohio
$2.06K -$287 -3 -12%
PCM
956
Penserra Capital Management
California
$2K -$71K -743 -97%
MWM
957
MorganRosel Wealth Management
Colorado
$1.88K +$2.01K +21 New
AF
958
Atala Financial
California
$1.79K – – –
WPA
959
West Paces Advisors
Georgia
$1.79K – – –
NL
960
NVWM LLC
Pennsylvania
$1.34K +$478 +5 +50%
BA
961
Bellwether Advisors
Nebraska
$1.25K – – –
CT
962
Caldwell Trust
Florida
$1.25K – – –
FMP
963
Financial Management Professionals
Texas
$1.16K – – –
T
964
Transce3nd
Texas
$1.16K – – –
SIS
965
Strategic Investment Solutions
Illinois
$1.03K +$96 +1 +9%
BCMLT
966
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
VNA
967
Valley National Advisers
Pennsylvania
$1K +$1.15K +12 New
WW
968
Winnow Wealth
Texas
$988 +$382 +4 +50%
FFO
969
Fortitude Family Office
Arizona
$985 – – –
HFS
970
Hughes Financial Services
Virginia
$977 +$1.05K +11 New
FNWA
971
Financial Network Wealth Advisors
Utah
$895 +$955 +10 New
CAC
972
Core Alternative Capital
Georgia
$806 – – –
WA
973
WestEnd Advisors
North Carolina
$806 +$287 +3 +50%
RWM
974
Rialto Wealth Management
New York
$538 +$573 +6 New
APW
975
Aventura Private Wealth
Florida
$537 – – –