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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
LA
1076
LM Advisors
California
$2.33K -$243K -2,029 -87%
FHC
1077
First Horizon Corporation
Tennessee
$2.32K -$5.99K -50 -74%
CWM
1078
Copia Wealth Management
Oregon
$2.32K – – –
PWA
1079
Principia Wealth Advisory
Texas
$2.19K +$239 +2 +13%
CT
1080
Caldwell Trust
Florida
$1.81K – – –
TPBG
1081
Turning Point Benefit Group
Maryland
$1.81K +$958 +8 +133%
1CP
1082
1015 Capital Partners
Pennsylvania
$1.42K +$1.32K +11 New
EFMH
1083
E Fund Management (HK)
Hong Kong
$1.33K – – –
TBFA
1084
Three Bearings Fiduciary Advisors
New Hampshire
$1.31K +$1.2K +10 New
FNWA
1085
Financial Network Wealth Advisors
Utah
$1.29K – – –
WA
1086
WestEnd Advisors
North Carolina
$1.16K +$359 +3 +50%
OC
1087
Optima Capital
Oregon
$1.03K +$958 +8 New
APW
1088
Aventura Private Wealth
Florida
$774 – – –
IWM
1089
IMG Wealth Management
Florida
$774 +$718 +6 New
AF
1090
Align Financial
Minnesota
$774 +$92.7K +774 New
QWM
1091
Quaker Wealth Management
New Jersey
$646 +$239 +2 +67%
CCM
1092
Chilton Capital Management
Texas
$646 +$599 +5 New
NL
1093
NorthAvenue LLC
Ohio
$646 +$599 +5 New
IAS
1094
IMA Advisory Services
Colorado
$645 – – –
B
1095
Bayban
Minnesota
$645 +$599 +5 New
GFA
1096
Godfrey Financial Associates
New York
$645 +$599 +5 New
IPS
1097
Investors Portfolio Services
Washington
$560 +$479 +4 New
Q1WB
1098
Quest 10 Wealth Builders
Virginia
$551 – – –
BIM
1099
Breakwater Investment Management
Washington
$517 – – –
SA
1100
Seneschal Advisors
Washington
$517 – – –