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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
1051
Matthew Hamilton Rosenberg
$4.47K – – –
QL
1052
Quarry LP
New York
$4.39K -$69.2K -578 -94%
BHWM
1053
Beaird Harris Wealth Management
Texas
$4.26K – – –
DPW
1054
DiNuzzo Private Wealth
Pennsylvania
$4.26K – – –
CA
1055
Crewe Advisors
Utah
$3.87K – – –
MSWM
1056
Mowery & Schoenfeld Wealth Management
Illinois
$3.87K +$3.59K +30 New
CIA
1057
Cape Investment Advisory
Georgia
$3.74K – – –
CIAS
1058
CBIZ Investment Advisory Services
Ohio
$3.74K – – –
DWM
1059
Dogwood Wealth Management
Kansas
$3.74K +$239 +2 +7%
BHWM
1060
Bay Harbor Wealth Management
Maryland
$3.61K +$1.08K +9 +47%
VWA
1061
Valued Wealth Advisors
Utah
$3.59K – – –
SFS
1062
Sunrise Financial Services
Washington
$3.35K +$3.11K +26 New
CFP
1063
Comprehensive Financial Planning
Pennsylvania
$3.23K +$2.99K +25 New
MS
1064
Monetary Solutions
Ohio
$3.23K +$2.99K +25 New
WW
1065
Winnow Wealth
Texas
$3.12K +$1.44K +12 +100%
HFS
1066
Hughes Financial Services
Virginia
$3.1K – – –
LB
1067
Legacy Bridge
Iowa
$2.71K +$2.52K +21 New
PPC
1068
Park Place Capital
Alabama
$2.71K -$359 -3 -13%
BCWM
1069
Bartlett & Co Wealth Management
Ohio
$2.71K – – –
FC
1070
Financial Consulate
Maryland
$2.64K – – –
HCM
1071
Hollencrest Capital Management
California
$2.6K +$2.4K +20 New
NL
1072
NVWM LLC
Pennsylvania
$2.58K +$599 +5 +33%
WWA
1073
Wealth Watch Advisors
Colorado
$2.45K – – –
LA
1074
LM Advisors
California
$2.33K -$243K -2,029 -87%
FHC
1075
First Horizon Corporation
Tennessee
$2.32K -$5.99K -50 -74%
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