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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
MI
1026
Motiv8 Investments
Florida
$8K +$7.07K +59 New
HHMI
1027
Howard Hughes Medical Institute
Maryland
$7.87K – – –
VWWMG
1028
Vermillion & White Wealth Management Group
Pennsylvania
$7.87K – – –
IA
1029
Icon Advisers
Colorado
$7.74K – – –
ME
1030
McIlrath & Eck
Washington
$7.74K – – –
HIA
1031
HFM Investment Advisors
New Jersey
$7.35K +$5.87K +49 +613%
CFM
1032
Cornerstone Financial Management
Massachusetts
$7.35K +$6.83K +57 New
TCM
1033
Triumph Capital Management
Colorado
$7K +$6.47K +54 New
WFA
1034
West Financial Advisors
Iowa
$6.97K +$6.47K +54 New
AFC
1035
Ares Financial Consulting
California
$6.71K +$6.23K +52 New
JGCM
1036
Joseph Group Capital Management
Ohio
$6.58K +$6.11K +51 New
SWP
1037
Strategic Wealth Partners
Ohio
$6.45K – – –
WWM
1038
Wolff Wiese Magana
California
$6.45K – – –
EWP
1039
Elevation Wealth Partners
California
$6.32K +$1.2K +10 +26%
FG
1040
Fairman Group
Pennsylvania
$6.32K +$5.87K +49 New
ACM
1041
Accent Capital Management
Ohio
$6.06K – – –
FMP
1042
Financial Management Professionals
Texas
$6.06K – – –
PWA
1043
Physician Wealth Advisors
Utah
$5.93K -$4.19K -35 -43%
AWM
1044
Abound Wealth Management
Tennessee
$5.79K +$359 +3 +7%
ACA
1045
Atlas Capital Advisors
Wyoming
$5.68K +$5.27K +44 New
FFO
1046
Fortitude Family Office
Arizona
$5.55K -$120 -1 -2%
BGA
1047
Battery Global Advisors
Massachusetts
$5.55K +$5.15K +43 New
FGA
1048
Fortis Group Advisors
New Jersey
$5.03K – – –
RWM
1049
Rialto Wealth Management
New York
$4.77K +$239 +2 +6%
HWP
1050
Highline Wealth Partners
California
$4.77K – – –
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