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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
1176
NBC Securities
Alabama
$9.16K -$6.48K -42 -44%
WPA
1177
West Paces Advisors
Georgia
$9.16K +$8.33K +54 New
OW
1178
Olistico Wealth
Oklahoma
$8.56K – – –
SWP
1179
Strategic Wealth Partners
Ohio
$8.48K – – –
WWM
1180
Wolff Wiese Magana
California
$8.48K – – –
FG
1181
Fairman Group
Pennsylvania
$8.31K – – –
FC
1182
Financial Consulate
Maryland
$8.14K +$308 +2 +4%
HFS
1183
Hughes Financial Services
Virginia
$7.97K +$2.16K +14 +42%
CTA
1184
Colonial Trust Advisors
South Carolina
$7.8K – – –
HWP
1185
Highline Wealth Partners
California
$7.8K +$1.23K +8 +21%
BFPW
1186
BOK Financial Private Wealth
Colorado
$7.29K +$6.63K +43 New
RS
1187
Rakuten Securities
Japan
$6.95K +$6.32K +41 New
BFS
1188
Bare Financial Services
Pennsylvania
$6.78K +$5.4K +35 +700%
SC
1189
SouthState Corp
Florida
$6.62K -$7.71K -50 -56%
FGA
1190
Fortis Group Advisors
New Jersey
$6.61K – – –
MHR
1191
Matthew Hamilton Rosenberg
$5.88K – – –
BHWM
1192
Beaird Harris Wealth Management
Texas
$5.6K – – –
DPW
1193
DiNuzzo Private Wealth
Pennsylvania
$5.6K – – –
CCMI
1194
Creative Capital Management Investments
California
$5.26K +$4.78K +31 New
CT
1195
Colonial Trust
South Carolina
$5.17K -$23K -149 -83%
PWA
1196
Principia Wealth Advisory
Texas
$5.09K +$617 +4 +15%
VNA
1197
Valley National Advisers
Pennsylvania
$5.09K +$617 +4 +15%
UFPG
1198
United Financial Planning Group
New York
$4.58K – – –
SFS
1199
Sunrise Financial Services
Washington
$4.41K – – –
MS
1200
Monetary Solutions
Ohio
$4.24K – – –
46 47
48
49 50