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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1101
Crews Bank & Trust
Florida
$28.3K – – –
BIA
1102
Bell Investment Advisors
California
$28K – – –
NRG
1103
Nemes Rush Group
Michigan
$27.6K – – –
CMA
1104
Cedar Mountain Advisors
Oregon
$27.5K – – –
OAJ
1105
Ogorek Anthony Joseph
New York
$27K – – –
PIP
1106
Philadelphia Investment Partners
New Jersey
$25.9K +$154 +1 +0.7%
AF
1107
Advisornet Financial
Minnesota
$25.7K +$617 +4 +3%
WA
1108
Whipplewood Advisors
Colorado
$24.1K -$20K -130 -48%
PCA
1109
Providence Capital Advisors
North Carolina
$23.6K -$4.45M -28,828 -100%
PWAM
1110
Private Wealth Asset Management
Iowa
$23.4K – – –
GSWM
1111
Golden State Wealth Management
California
$23.2K +$154 +1 +0.7%
NSIM
1112
North Star Investment Management
Illinois
$22.6K – – –
SIM
1113
Synergy Investment Management
Florida
$22.5K +$19.1K +124 +3,100%
CPG
1114
Cornerstone Planning Group
New Jersey
$22.1K +$154 +1 +0.8%
DIP
1115
DT Investment Partners
Pennsylvania
$21K – – –
RDFA
1116
Ritter Daniher Financial Advisory
Ohio
$20.9K – – –
CFM
1117
Cornerstone Financial Management
Massachusetts
$20.9K +$6.63K +43 +54%
W
1118
WealthCollab
Washington
$20.7K – – –
APFP
1119
Action Point Financial Planning
Michigan
$20.7K +$19.4K +126 New
FFO
1120
Fortitude Family Office
Arizona
$20.5K +$2.31K +15 +14%
CA
1121
CoreCap Advisors
Michigan
$20.4K -$6.17K -40 -25%
CAL
1122
Capital Advisors Ltd
Ohio
$20K – – –
TM
1123
Torren Management
California
$19.5K – – –
AAG
1124
Accordant Advisory Group
Maryland
$19.5K – – –
HWA
1125
HHM Wealth Advisors
Tennessee
$19.3K – – –
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