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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
951
Abound Wealth Management
Tennessee
$4.06K – – –
HWP
952
Highline Wealth Partners
California
$3.94K -$740 -8 -18%
MHR
953
Matthew Hamilton Rosenberg
$3.69K – – –
DPW
954
DiNuzzo Private Wealth
Pennsylvania
$3.51K – – –
DF
955
Dunhill Financial
United Kingdom
$3.44K -$92 -1 -3%
FMP
956
Financial Management Professionals
Texas
$3.4K +$1.76K +19 +146%
RWM
957
Rialto Wealth Management
New York
$3.3K +$2.31K +25 +417%
CIA
958
Cape Investment Advisory
Georgia
$3.08K -$92 -1 -3%
SIC
959
Salem Investment Counselors
North Carolina
$2.98K – – –
VWA
960
Valued Wealth Advisors
Utah
$2.92K +$92 +1 +4%
TIM
961
Total Investment Management
Arizona
$2.9K +$2.5K +27 New
BHWM
962
Beaird Harris Wealth Management
Texas
$2.66K +$2.31K +25 New
HFS
963
Hughes Financial Services
Virginia
$2.66K +$1.2K +13 +118%
PPC
964
Park Place Capital
Alabama
$2.57K – – –
CIAS
965
CBIZ Investment Advisory Services
Ohio
$2.55K +$2.22K +24 New
MWM
966
MorganRosel Wealth Management
Colorado
$2.23K – – –
DWM
967
Dogwood Wealth Management
Kansas
$2.08K +$1.39K +15 +375%
PCM
968
Penserra Capital Management
California
$2K – – –
CWM
969
Copia Wealth Management
Oregon
$1.91K -$1.57K -17 -49%
KHC
970
Koesten Hirschmann & Crabtree
Kansas
$1.77K +$1.57K +17 New
TIM
971
Tortoise Investment Management
New York
$1.7K +$1.48K +16 New
NL
972
NVWM LLC
Pennsylvania
$1.59K – – –
BHWM
973
Bay Harbor Wealth Management
Maryland
$1.59K +$925 +10 +200%
SIC
974
SJS Investment Consulting
Ohio
$1.49K -$832 -9 -39%
BA
975
Bellwether Advisors
Nebraska
$1.49K – – –
37 38
39
40 41