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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1001
Penserra Capital Management
California
$2K
PMAM
1002
Picton Mahoney Asset Management
Ontario, Canada
$2K
TIM
1003
Tortoise Investment Management
New York
$1.97K +$112 +1 +6%
NL
1004
NVWM LLC
Pennsylvania
$1.74K
PWA
1005
Principia Wealth Advisory
Texas
$1.74K +$335 +3 +25%
CT
1006
Caldwell Trust
Florida
$1.62K
RS
1007
Rakuten Securities
Japan
$1.62K +$1.23K +11 +367%
WW
1008
Winnow Wealth
Texas
$1.4K +$1.34K +12 New
SIS
1009
Strategic Investment Solutions
Illinois
$1.36K
HHGA
1010
Halbert Hargrove Global Advisors
California
$1.28K +$1.23K +11 New
PAM
1011
Palisade Asset Management
Minnesota
$1.28K +$1.23K +11 New
CPG
1012
Cornerstone Planning Group
New Jersey
$1.26K -$5.69K -51 -86%
FNWA
1013
Financial Network Wealth Advisors
Utah
$1.16K
EFMH
1014
E Fund Management (HK)
Hong Kong
$1.16K +$1.12K +10 New
CAC
1015
Core Alternative Capital
Georgia
$1.04K
ETS
1016
ESL Trust Services
New York
$1.04K +$1K +9 New
HIA
1017
HFM Investment Advisors
New Jersey
$928 +$112 +1 +14%
NC
1018
North Capital
Utah
$928 +$893 +8 New
APW
1019
Aventura Private Wealth
Florida
$696
WA
1020
WestEnd Advisors
North Carolina
$696
TPBG
1021
Turning Point Benefit Group
Maryland
$680 +$670 +6 New
BI
1022
Binnacle Investments
Iowa
$580
IAS
1023
IMA Advisory Services
Colorado
$580
Q1WB
1024
Quest 10 Wealth Builders
Virginia
$495
SFCL
1025
Strengthening Families & Communities LLC
Massachusetts
$467 +$446 +4 New