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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
1176
Highline Wealth Partners
California
$7.8K +$1.23K +8 +21%
BFPW
1177
BOK Financial Private Wealth
Colorado
$7.29K +$6.63K +43 New
RS
1178
Rakuten Securities
Japan
$6.95K +$6.32K +41 New
BFS
1179
Bare Financial Services
Pennsylvania
$6.78K +$5.4K +35 +700%
SC
1180
SouthState Corp
Florida
$6.62K -$7.71K -50 -56%
FGA
1181
Fortis Group Advisors
New Jersey
$6.61K – – –
MHR
1182
Matthew Hamilton Rosenberg
$5.88K – – –
BHWM
1183
Beaird Harris Wealth Management
Texas
$5.6K – – –
DPW
1184
DiNuzzo Private Wealth
Pennsylvania
$5.6K – – –
CCMI
1185
Creative Capital Management Investments
California
$5.26K +$4.78K +31 New
CT
1186
Colonial Trust
South Carolina
$5.17K -$23K -149 -83%
VNA
1187
Valley National Advisers
Pennsylvania
$5.09K +$617 +4 +15%
UFPG
1188
United Financial Planning Group
New York
$4.58K – – –
SFS
1189
Sunrise Financial Services
Washington
$4.41K – – –
MS
1190
Monetary Solutions
Ohio
$4.24K – – –
SWM
1191
Spire Wealth Management
Virginia
$3.73K – – –
AWM
1192
Activest Wealth Management
Florida
$3.73K -$6.01K -39 -64%
BONH
1193
Bank of New Hampshire
New Hampshire
$3.73K – – –
NL
1194
NVWM LLC
Pennsylvania
$3.73K +$308 +2 +10%
PAP
1195
Persistent Asset Partners
Hong Kong
$3.73K +$3.39K +22 New
IWM
1196
IMG Wealth Management
Florida
$3.56K +$463 +3 +17%
HCM
1197
Hollencrest Capital Management
California
$3.46K – – –
MWM
1198
Mosley Wealth Management
California
$3.22K +$2.93K +19 New
CWM
1199
Copia Wealth Management
Oregon
$3.05K – – –
HIA
1200
HFM Investment Advisors
New Jersey
$3.05K +$1.39K +9 +100%
46 47
48
49 50