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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
976
Whipplewood Advisors
Colorado
$34.4K +$34.8K +272 New
CAL
977
Capital Analysts LLC
Pennsylvania
$34K – – –
TWD
978
True Wealth Design
Ohio
$33.9K +$1.53K +12 +5%
AGWCA
979
Annis Gardner Whiting Capital Advisors
Florida
$33.2K -$11K -86 -25%
AAG
980
Armstrong Advisory Group
Massachusetts
$32.9K +$256 +2 +0.8%
AFC
981
Ares Financial Consulting
California
$32.7K +$26K +203 +390%
AFG
982
Albion Financial Group
Utah
$32.4K – – –
HFM
983
Harvest Fund Management
China
$32K -$73.4K -574 -70%
GBT
984
Grove Bank & Trust
Florida
$31.5K – – –
PWMG
985
Private Wealth Management Group
New Jersey
$31.1K – – –
TPWA
986
Twin Peaks Wealth Advisors
California
$31K +$31.3K +245 New
PJC
987
Phillip James Consulting
Minnesota
$31K +$1.28K +10 +4%
BWL
988
Bogart Wealth LLC
Virginia
$28.7K +$4.35K +34 +18%
JWM
989
JPL Wealth Management
Colorado
$28.2K +$28.5K +223 New
CFSG
990
Community Financial Services Group
Vermont
$27.7K +$27.6K +216 New
PWM
991
Peck Wealth Management
New York
$27.3K – – –
GKIM
992
GW&K Investment Management
Massachusetts
$27K +$1.15K +9 +4%
JWA
993
JFS Wealth Advisors
Pennsylvania
$24.8K +$639 +5 +3%
PK
994
Pflug Koory
Nebraska
$24.7K – – –
SL
995
Salomon & Ludwin
Virginia
$23.7K – – –
AA
996
Addison Advisors
Vermont
$23.5K – – –
FMTCOCP
997
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
CT
998
Colonial Trust
South Carolina
$22.7K -$28.1K -220 -55%
CBT
999
Crews Bank & Trust
Florida
$21.1K – – –
BIA
1000
Bell Investment Advisors
California
$20.9K – – –
38 39
40
41 42