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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1051
Golden State Equity Partners
California
$10.8K +$10.9K +85 New
SS
1052
Sunbelt Securities
Texas
$10.4K – – –
FMP
1053
Financial Management Professionals
Texas
$10.4K +$4.48K +35 +74%
RF
1054
Rossby Financial
Florida
$10.3K +$767 +6 +8%
CFD
1055
Creative Financial Designs
Indiana
$10.3K – – –
M
1056
MOTCO
Texas
$10.1K – – –
CFM
1057
Cornerstone Financial Management
Massachusetts
$10.1K +$2.94K +23 +40%
TSMHT
1058
Thurston Springer Miller Herd & Titak
Indiana
$10.1K – – –
VWA
1059
Valued Wealth Advisors
Utah
$9.49K +$6.01K +47 +168%
USB
1060
Union Savings Bank
Connecticut
$9.49K – – –
HNW
1061
High Note Wealth
Minnesota
$8.86K -$128 -1 -1%
RWM
1062
Raffa Wealth Management
District of Columbia
$8.86K +$384 +3 +4%
EWP
1063
Elevation Wealth Partners
California
$8.73K +$2.56K +20 +41%
PWA
1064
Physician Wealth Advisors
Utah
$8.73K +$2.94K +23 +50%
DWM
1065
Dogwood Wealth Management
Kansas
$8.48K +$4.86K +38 +131%
JGCM
1066
Joseph Group Capital Management
Ohio
$8.23K +$1.79K +14 +27%
AWM
1067
Activest Wealth Management
Florida
$7.72K +$7.8K +61 New
ME
1068
McIlrath & Eck
Washington
$7.59K – – –
IWS
1069
Intentional Wealth Strategies
Colorado
$7.09K +$7.16K +56 New
OW
1070
Olistico Wealth
Oklahoma
$6.39K +$6.39K +50 New
SWP
1071
Strategic Wealth Partners
Ohio
$6.33K – – –
WWM
1072
Wolff Wiese Magana
California
$6.33K – – –
FG
1073
Fairman Group
Pennsylvania
$6.2K – – –
ACM
1074
Accent Capital Management
Ohio
$5.95K – – –
FC
1075
Financial Consulate
Maryland
$5.82K +$3.33K +26 +130%
41 42
43
44 45