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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
976
MeadowBrook Investment Advisors
Michigan
$2.35K
WPA
977
West Paces Advisors
Georgia
$1.96K
HWP
978
Highline Wealth Partners
California
$1.96K +$947 +10 +100%
AF
979
Atala Financial
California
$1.96K +$1.89K +20 New
LDB
980
Lee, Danner & Bass
Tennessee
$1.77K +$1.71K +18 New
TAM
981
Tucker Asset Management
Colorado
$1.41K -$4.26K -45 -76%
EBA
982
Eagle Bay Advisors
New York
$1.37K -$3.5K -37 -73%
CT
983
Caldwell Trust
Florida
$1.37K
BA
984
Bellwether Advisors
Nebraska
$1.37K +$1.33K +14 New
Q1WB
985
Quest 10 Wealth Builders
Virginia
$1.37K +$1.33K +14 New
FMP
986
Financial Management Professionals
Texas
$1.28K -$758 -8 -38%
T
987
Transce3nd
Texas
$1.28K +$1.23K +13 New
SIS
988
Strategic Investment Solutions
Illinois
$1.12K
BCMLT
989
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.09K
FFO
990
Fortitude Family Office
Arizona
$1.08K
CAL
991
Capital Analysts LLC
Pennsylvania
$1K -$5.11K -54 -89%
PMAM
992
Picton Mahoney Asset Management
Ontario, Canada
$1K
NL
993
NVWM LLC
Pennsylvania
$982
CAC
994
Core Alternative Capital
Georgia
$883
OSNBOA
995
Old Second National Bank of Aurora
Illinois
$883 +$852 +9 New
WW
996
Winnow Wealth
Texas
$731 +$758 +8 New
WA
997
WestEnd Advisors
North Carolina
$589
APW
998
Aventura Private Wealth
Florida
$589 +$568 +6 New
PWA
999
Principia Wealth Advisory
Texas
$589 +$568 +6 New
MAS
1000
MPWM Advisory Solutions
Georgia
$491 +$474 +5 New