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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
CT
976
Caldwell Trust
Florida
$1.49K
T
977
Transce3nd
Texas
$1.38K
PWA
978
Principia Wealth Advisory
Texas
$1.28K +$740 +8 +200%
SIS
979
Strategic Investment Solutions
Illinois
$1.24K
BCMLT
980
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.2K
FNWA
981
Financial Network Wealth Advisors
Utah
$1.06K
PMAM
982
Picton Mahoney Asset Management
Ontario, Canada
$1K -$446K -4,822 -100%
CAC
983
Core Alternative Capital
Georgia
$957
PWM
984
Parkworth Wealth Management
California
$957 +$277 +3 +50%
HIA
985
HFM Investment Advisors
New Jersey
$744 +$185 +2 +40%
PWA
986
Physician Wealth Advisors
Utah
$639 +$555 +6 New
WA
987
WestEnd Advisors
North Carolina
$638 -$277 -3 -33%
APW
988
Aventura Private Wealth
Florida
$638
LFA
989
LGT Financial Advisors
Texas
$638 +$555 +6 New
BI
990
Binnacle Investments
Iowa
$532
IAS
991
IMA Advisory Services
Colorado
$532 +$462 +5 New
Q1WB
992
Quest 10 Wealth Builders
Virginia
$454
QWM
993
Quaker Wealth Management
New Jersey
$320 +$277 +3 New
RS
994
Rakuten Securities
Japan
$319 +$277 +3 New
SWA
995
SOA Wealth Advisors
New York
$121
YDMI
996
Y.D. More Investments
Israel
$85 -$13.4K -145 -35%
JAM
997
Jupiter Asset Management
United Kingdom
-$27.5M -306,766 Closed
TC
998
TwinBeech Capital
New York
-$19.9M -222,527 Closed
ECM
999
ExodusPoint Capital Management
New York
-$12.1M -135,563 Closed
PI
1000
PGGM Investments
Netherlands
-$8.57M -95,705 Closed