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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1101
Kelleher Financial Advisors
New York
$33.2K +$30.2K +196 New
PK
1102
Pflug Koory
Nebraska
$33.1K – – –
KFAS
1103
Keating Financial Advisory Services
Kansas
$32.7K +$8.79K +57 +42%
MWM
1104
Mascoma Wealth Management
New Hampshire
$32.1K +$11.6K +75 +66%
SL
1105
Salomon & Ludwin
Virginia
$31.2K – – –
FMTCOCP
1106
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$31K – – –
EWP
1107
Elevation Wealth Partners
California
$29.7K +$16.3K +106 +154%
CA
1108
Continuum Advisory
Idaho
$29.7K +$27K +175 New
IRAG
1109
Investment Research & Advisory Group
Georgia
$28.8K +$154 +1 +0.7%
CBT
1110
Crews Bank & Trust
Florida
$28.3K – – –
BIA
1111
Bell Investment Advisors
California
$28K – – –
NRG
1112
Nemes Rush Group
Michigan
$27.6K – – –
CMA
1113
Cedar Mountain Advisors
Oregon
$27.5K – – –
OAJ
1114
Ogorek Anthony Joseph
New York
$27K – – –
PIP
1115
Philadelphia Investment Partners
New Jersey
$25.9K +$154 +1 +0.7%
AF
1116
Advisornet Financial
Minnesota
$25.7K +$617 +4 +3%
WA
1117
Whipplewood Advisors
Colorado
$24.1K -$20K -130 -48%
PCA
1118
Providence Capital Advisors
North Carolina
$23.6K -$4.45M -28,828 -100%
PWAM
1119
Private Wealth Asset Management
Iowa
$23.4K – – –
GSWM
1120
Golden State Wealth Management
California
$23.2K +$154 +1 +0.7%
NSIM
1121
North Star Investment Management
Illinois
$22.6K – – –
SIM
1122
Synergy Investment Management
Florida
$22.5K +$19.1K +124 +3,100%
CPG
1123
Cornerstone Planning Group
New Jersey
$22.1K +$154 +1 +0.8%
DIP
1124
DT Investment Partners
Pennsylvania
$21K – – –
RDFA
1125
Ritter Daniher Financial Advisory
Ohio
$20.9K – – –
43 44
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