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State Street

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