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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
1001
Nemes Rush Group
Michigan
$20.6K – – –
CMA
1002
Cedar Mountain Advisors
Oregon
$20.5K +$20.7K +162 New
CA
1003
CoreCap Advisors
Michigan
$20.3K +$8.44K +66 +70%
S
1004
Sachetta
Massachusetts
$20.1K +$639 +5 +3%
AG
1005
AmeriFlex Group
Nevada
$20.1K – – –
OAJ
1006
Ogorek Anthony Joseph
New York
$20K – – –
CM
1007
Capula Management
Cayman Islands
$20K +$20.2K +158 New
IRAG
1008
Investment Research & Advisory Group
Georgia
$20K +$128 +1 +0.7%
PIP
1009
Philadelphia Investment Partners
New Jersey
$19.2K +$19.3K +151 New
AF
1010
Advisornet Financial
Minnesota
$18.8K +$639 +5 +3%
PWAM
1011
Private Wealth Asset Management
Iowa
$17.5K -$384 -3 -2%
CPG
1012
Cornerstone Planning Group
New Jersey
$17.4K +$5.5K +43 +57%
GSWM
1013
Golden State Wealth Management
California
$17.3K – – –
KFAS
1014
Keating Financial Advisory Services
Kansas
$17.2K +$2.69K +21 +18%
NSIM
1015
North Star Investment Management
Illinois
$16.8K -$1.92K -15 -10%
DIP
1016
DT Investment Partners
Pennsylvania
$15.7K – – –
RDFA
1017
Ritter Daniher Financial Advisory
Ohio
$15.6K – – –
W
1018
WealthCollab
Washington
$15.4K – – –
RTL
1019
Red Tortoise LLC
Georgia
$15.1K – – –
CAL
1020
Capital Advisors Ltd
Ohio
$15K – – –
AAG
1021
Accordant Advisory Group
Maryland
$14.6K +$14.7K +115 New
TM
1022
Torren Management
California
$14.5K -$167K -1,309 -92%
HWA
1023
HHM Wealth Advisors
Tennessee
$14.4K – – –
MWM
1024
Mascoma Wealth Management
New Hampshire
$14.4K +$1.79K +14 +14%
MPW
1025
MASECO Private Wealth
$13.8K – – –
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