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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
DRP
1151
Decker Retirement Planning
Utah
$15.6K +$14.2K +92 New
GEA
1152
Glen Eagle Advisors
New Jersey
$15.4K +$14K +91 New
CCM
1153
Copeland Capital Management
Pennsylvania
$15.3K – – –
JGCM
1154
Joseph Group Capital Management
Ohio
$15.1K +$3.7K +24 +37%
GTAM
1155
Global Trust Asset Management
Florida
$14.9K – – –
AP
1156
Aspect Partners
Virginia
$14.6K – – –
M
1157
MOTCO
Texas
$14.6K +$925 +6 +8%
PP
1158
Paladin Partners
Wisconsin
$14.4K – – –
KG
1159
Kilter Group
New York
$14.2K -$1.39K -9 -10%
VWA
1160
Valued Wealth Advisors
Utah
$14.1K +$1.23K +8 +11%
FMP
1161
Financial Management Professionals
Texas
$13.9K – – –
CFD
1162
Creative Financial Designs
Indiana
$13.7K – – –
RF
1163
Rossby Financial
Florida
$13.7K +$154 +1 +1%
HNW
1164
High Note Wealth
Minnesota
$13.7K +$1.7K +11 +16%
TSMHT
1165
Thurston Springer Miller Herd & Titak
Indiana
$13.6K +$154 +1 +1%
RWM
1166
Raffa Wealth Management
District of Columbia
$13.2K +$1.23K +8 +11%
USB
1167
Union Savings Bank
Connecticut
$12.7K – – –
AA
1168
Addison Advisors
Vermont
$12.6K -$17.3K -112 -60%
DWM
1169
Dogwood Wealth Management
Kansas
$12.6K +$1.08K +7 +10%
RWM
1170
Rialto Wealth Management
New York
$11.5K +$4.47K +29 +74%
HIA
1171
Highland Investment Advisors
Florida
$11.3K +$10.2K +66 New
SSG
1172
Summit Securities Group
New York
$10.9K -$194K -1,258 -95%
ACM
1173
Accent Capital Management
Ohio
$10.7K +$2.47K +16 +34%
BHWM
1174
Bay Harbor Wealth Management
Maryland
$10.3K +$2.62K +17 +39%
IA
1175
Icon Advisers
Colorado
$10.2K +$9.25K +60 New