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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1126
Cornerstone Financial Management
Massachusetts
$20.9K +$6.63K +43 +54%
W
1127
WealthCollab
Washington
$20.7K – – –
APFP
1128
Action Point Financial Planning
Michigan
$20.7K +$19.4K +126 New
FFO
1129
Fortitude Family Office
Arizona
$20.5K +$2.31K +15 +14%
CA
1130
CoreCap Advisors
Michigan
$20.4K -$6.17K -40 -25%
CAL
1131
Capital Advisors Ltd
Ohio
$20K – – –
TM
1132
Torren Management
California
$19.5K – – –
AAG
1133
Accordant Advisory Group
Maryland
$19.5K – – –
HWA
1134
HHM Wealth Advisors
Tennessee
$19.3K – – –
MBFW
1135
Morton Brown Family Wealth
Pennsylvania
$19K +$771 +5 +5%
KAS
1136
Kemnay Advisory Services
New York
$18.5K +$2K +13 +14%
AW
1137
Avion Wealth
Texas
$18K +$2.16K +14 +15%
PAI
1138
Pittenger & Anderson Inc
Nebraska
$17.6K – – –
MAM
1139
Marquette Asset Management
Minnesota
$17.1K – – –
PCM
1140
Penserra Capital Management
California
$17K -$154 -1 -1%
TCOT
1141
Trust Company of Toledo
Ohio
$17K -$771 -5 -5%
ECA
1142
Elevated Capital Advisors
Utah
$17K – – –
JGIA
1143
Jackson Grant Investment Advisers
Connecticut
$17K – – –
LF
1144
LifeSteps Financial
California
$17K +$15.4K +100 New
SC
1145
Stance Capital
Massachusetts
$17K +$15.4K +100 New
CTB
1146
Country Trust Bank
Illinois
$16.3K – – –
TCM
1147
Triumph Capital Management
Colorado
$16K +$463 +3 +3%
C
1148
Covestor
United Kingdom
$16K -$31.8K -206 -69%
AIC
1149
Archer Investment Corporation
Indiana
$15.8K – – –
PWA
1150
Physician Wealth Advisors
Utah
$15.8K +$3.7K +24 +35%
44 45
46
47 48