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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
951
1620 Investment Advisors
Massachusetts
$59.4K – – –
SIC
952
Salem Investment Counselors
North Carolina
$58.2K +$58.8K +460 New
ST
953
Smithfield Trust
Pennsylvania
$57K +$26.5K +207 +83%
EP
954
Essential Partners
California
$55.7K +$1.41K +11 +3%
3FI
955
3 Factor Indexing
California
$55.1K +$55.6K +435 New
WSFG
956
Wall Street Financial Group
Illinois
$54.2K +$54.7K +428 New
WAG
957
Wilkerson Advisory Group
Missouri
$52.3K +$24.4K +191 +86%
NRWA
958
North Ridge Wealth Advisors
Oregon
$50.6K – – –
TFIPS
959
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.2K -$639 -5 -1%
QL
960
Quarry LP
New York
$45.6K +$41.7K +326 +959%
SVWA
961
Sarver Vrooman Wealth Advisors
Missouri
$44.7K -$12.8K -100 -22%
CSB
962
City State Bank
Iowa
$44.3K – – –
SIC
963
SJS Investment Consulting
Ohio
$42.9K +$895 +7 +2%
EPIMS
964
Evelyn Partners Investment Management Services
$41.1K – – –
FC
965
Fairscale Capital
New Hampshire
$41.1K – – –
TF
966
Tompkins Financial
New York
$41.1K – – –
BGAI
967
Bruce G. Allen Investments
Colorado
$40.6K -$1.28K -10 -3%
SEP
968
Signature Equity Partners
Ohio
$40.1K +$19.1K +149 +89%
SS
969
SBI Securities
Japan
$39.6K +$256 +2 +0.6%
SIS
970
Sound Income Strategies
Florida
$38.5K +$16.9K +132 +79%
ADL
971
Asset Dedication LLC
California
$38.1K +$639 +5 +2%
C
972
Covestor
United Kingdom
$38K -$88.5K -692 -70%
NFSG
973
Newbridge Financial Services Group
Florida
$38K -$34.3K -268 -47%
CNBTD
974
Citizens National Bank Trust Department
Mississippi
$38K – – –
FDCP
975
Foster Dykema Cabot & Partners
Massachusetts
$37.7K – – –
37 38
39
40 41