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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1076
Capital Analysts LLC
Pennsylvania
$46K – – –
GKIM
1077
GW&K Investment Management
Massachusetts
$45K +$7.25K +47 +22%
AAG
1078
Armstrong Advisory Group
Massachusetts
$44.3K +$154 +1 +0.4%
AFG
1079
Albion Financial Group
Utah
$43.4K – – –
PJC
1080
Phillip James Consulting
Minnesota
$42.4K – – –
GBT
1081
Grove Bank & Trust
Florida
$42.2K – – –
HFM
1082
Harvest Fund Management
China
$42K -$617 -4 -2%
PWMG
1083
Private Wealth Management Group
New Jersey
$41.7K – – –
SEP
1084
Signature Equity Partners
Ohio
$41.3K -$11.4K -74 -23%
JWM
1085
JPL Wealth Management
Colorado
$39.5K +$1.54K +10 +4%
WA
1086
Westfuller Advisors
New York
$39K +$19.1K +124 +117%
AG
1087
AmeriFlex Group
Nevada
$38.3K +$10.3K +67 +42%
CFSG
1088
Community Financial Services Group
Vermont
$36.6K – – –
PWM
1089
Peck Wealth Management
New York
$36.6K – – –
JWA
1090
JFS Wealth Advisors
Pennsylvania
$33.9K +$617 +4 +2%
S
1091
Sachetta
Massachusetts
$33.6K +$6.01K +39 +25%
KFA
1092
Kelleher Financial Advisors
New York
$33.2K +$30.2K +196 New
PK
1093
Pflug Koory
Nebraska
$33.1K – – –
KFAS
1094
Keating Financial Advisory Services
Kansas
$32.7K +$8.79K +57 +42%
MWM
1095
Mascoma Wealth Management
New Hampshire
$32.1K +$11.6K +75 +66%
SL
1096
Salomon & Ludwin
Virginia
$31.2K – – –
FMTCOCP
1097
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$31K – – –
EWP
1098
Elevation Wealth Partners
California
$29.7K +$16.3K +106 +154%
CA
1099
Continuum Advisory
Idaho
$29.7K +$27K +175 New
IRAG
1100
Investment Research & Advisory Group
Georgia
$28.8K +$154 +1 +0.7%
42 43
44
45 46