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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
1076
True Wealth Design
Ohio
$51.4K +$5.4K +35 +13%
ADL
1077
Asset Dedication LLC
California
$51K – – –
FWA
1078
Flagship Wealth Advisors
Massachusetts
$51K +$46.4K +301 New
CNBTD
1079
Citizens National Bank Trust Department
Mississippi
$50.9K – – –
NFSG
1080
Newbridge Financial Services Group
Florida
$50.9K – – –
FDCP
1081
Foster Dykema Cabot & Partners
Massachusetts
$50.5K – – –
FPF
1082
First Pacific Financial
Washington
$48.3K +$308 +2 +0.7%
AFC
1083
Ares Financial Consulting
California
$48.2K +$4.47K +29 +11%
BWL
1084
Bogart Wealth LLC
Virginia
$46.6K +$7.4K +48 +21%
CAL
1085
Capital Analysts LLC
Pennsylvania
$46K – – –
GKIM
1086
GW&K Investment Management
Massachusetts
$45K +$7.25K +47 +22%
AAG
1087
Armstrong Advisory Group
Massachusetts
$44.3K +$154 +1 +0.4%
AFG
1088
Albion Financial Group
Utah
$43.4K – – –
PJC
1089
Phillip James Consulting
Minnesota
$42.4K – – –
GBT
1090
Grove Bank & Trust
Florida
$42.2K – – –
HFM
1091
Harvest Fund Management
China
$42K -$617 -4 -2%
PWMG
1092
Private Wealth Management Group
New Jersey
$41.7K – – –
SEP
1093
Signature Equity Partners
Ohio
$41.3K -$11.4K -74 -23%
JWM
1094
JPL Wealth Management
Colorado
$39.5K +$1.54K +10 +4%
WA
1095
Westfuller Advisors
New York
$39K +$19.1K +124 +117%
AG
1096
AmeriFlex Group
Nevada
$38.3K +$10.3K +67 +42%
CFSG
1097
Community Financial Services Group
Vermont
$36.6K – – –
PWM
1098
Peck Wealth Management
New York
$36.6K – – –
JWA
1099
JFS Wealth Advisors
Pennsylvania
$33.9K +$617 +4 +2%
S
1100
Sachetta
Massachusetts
$33.6K +$6.01K +39 +25%
42 43
44
45 46