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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
1076
Colonial Trust Advisors
South Carolina
$5.82K +$5.88K +46 New
AWM
1077
Abound Wealth Management
Tennessee
$5.68K – – –
BHWM
1078
Bay Harbor Wealth Management
Maryland
$5.57K +$2.05K +16 +57%
FGA
1079
Fortis Group Advisors
New Jersey
$4.94K – – –
RWM
1080
Rialto Wealth Management
New York
$4.94K +$256 +2 +5%
DF
1081
Dunhill Financial
United Kingdom
$4.9K +$256 +2 +6%
HWP
1082
Highline Wealth Partners
California
$4.81K +$128 +1 +3%
MHR
1083
Matthew Hamilton Rosenberg
$4.39K – – –
Optiver Holding
1084
Optiver Holding
Netherlands
$4.3K +$4.35K +34 New
BHWM
1085
Beaird Harris Wealth Management
Texas
$4.18K – – –
DPW
1086
DiNuzzo Private Wealth
Pennsylvania
$4.18K – – –
CFG
1087
Clayton Financial Group
Missouri
$4.18K +$4.22K +33 New
HFS
1088
Hughes Financial Services
Virginia
$4.18K +$1.15K +9 +38%
CA
1089
Crewe Advisors
Utah
$3.8K – – –
BCWM
1090
Bartlett & Co Wealth Management
Ohio
$3.7K +$512 +4 +19%
UFPG
1091
United Financial Planning Group
New York
$3.42K +$3.45K +27 New
SFS
1092
Sunrise Financial Services
Washington
$3.29K – – –
PWA
1093
Principia Wealth Advisory
Texas
$3.29K +$1.15K +9 +53%
MS
1094
Monetary Solutions
Ohio
$3.16K – – –
PWA
1095
Portus Wealth Advisors
North Carolina
$3.16K +$3.2K +25 New
VNA
1096
Valley National Advisers
Pennsylvania
$3K +$3.33K +26 New
PUI
1097
Purpose Unlimited Inc
$2.91K +$2.94K +23 New
SWM
1098
Spire Wealth Management
Virginia
$2.79K -$37.1K -290 -93%
BONH
1099
Bank of New Hampshire
New Hampshire
$2.78K +$2.81K +22 New
HCM
1100
Hollencrest Capital Management
California
$2.57K – – –