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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1051
Financial Management Professionals
Texas
$10.4K +$4.48K +35 +74%
RF
1052
Rossby Financial
Florida
$10.3K +$767 +6 +8%
CFD
1053
Creative Financial Designs
Indiana
$10.3K – – –
M
1054
MOTCO
Texas
$10.1K – – –
CFM
1055
Cornerstone Financial Management
Massachusetts
$10.1K +$2.94K +23 +40%
TSMHT
1056
Thurston Springer Miller Herd & Titak
Indiana
$10.1K – – –
VWA
1057
Valued Wealth Advisors
Utah
$9.49K +$6.01K +47 +168%
USB
1058
Union Savings Bank
Connecticut
$9.49K – – –
HNW
1059
High Note Wealth
Minnesota
$8.86K -$128 -1 -1%
RWM
1060
Raffa Wealth Management
District of Columbia
$8.86K +$384 +3 +4%
EWP
1061
Elevation Wealth Partners
California
$8.73K +$2.56K +20 +41%
PWA
1062
Physician Wealth Advisors
Utah
$8.73K +$2.94K +23 +50%
DWM
1063
Dogwood Wealth Management
Kansas
$8.48K +$4.86K +38 +131%
JGCM
1064
Joseph Group Capital Management
Ohio
$8.23K +$1.79K +14 +27%
AWM
1065
Activest Wealth Management
Florida
$7.72K +$7.8K +61 New
ME
1066
McIlrath & Eck
Washington
$7.59K – – –
IWS
1067
Intentional Wealth Strategies
Colorado
$7.09K +$7.16K +56 New
OW
1068
Olistico Wealth
Oklahoma
$6.39K +$6.39K +50 New
SWP
1069
Strategic Wealth Partners
Ohio
$6.33K – – –
WWM
1070
Wolff Wiese Magana
California
$6.33K – – –
FG
1071
Fairman Group
Pennsylvania
$6.2K – – –
ACM
1072
Accent Capital Management
Ohio
$5.95K – – –
FC
1073
Financial Consulate
Maryland
$5.82K +$3.33K +26 +130%
CTA
1074
Colonial Trust Advisors
South Carolina
$5.82K +$5.88K +46 New
AWM
1075
Abound Wealth Management
Tennessee
$5.68K – – –
41 42
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