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State Street

STT

Market cap $51.4B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1201	BH 1201 Burk Holdings Tulsa, Oklahoma	$2.88K	–	–	–
1202	AWM 1202 Abound Wealth Management Franklin, Tennessee	$2.78K	-$4.47K	-29	-64%
1203	PPC 1203 Park Place Capital Homewood, Alabama	$2.71K	–	–	–
1204	MIM 1204 Marshall Investment Management Littleton, Colorado	$2.71K	+$2.47K	+16	New
1205	PS 1205 Planning Strategies Lancaster, Pennsylvania	$2.54K	+$2.31K	+15	New
1206	PWA 1206 Provenance Wealth Advisors Fort Lauderdale, Florida	$2.54K	+$2.31K	+15	New
1207	PUI 1207 Purpose Unlimited Inc Toronto,	$2.54K	-$1.23K	-8	-35%
1208	CWP 1208 Clark Wealth Partners O'fallon, Illinois	$2.38K	–	–	–
1209	CT 1209 Caldwell Trust Venice, Florida	$2.37K	–	–	–
1210	BCV 1210 Banque Cantonale Vaudoise Lausanne, Switzerland	$2.21K	-$381K	-2,472	-16%
1211	PGAM 1211 Princeton Global Asset Management Princeton, New Jersey	$2.21K	+$2K	+13	New
1212	DCM 1212 Davis Capital Management Jacksonville, Florida	$2.04K	-$196K	-1,274	-99%
1213	1CP 1213 1015 Capital Partners Pottstown, Pennsylvania	$1.87K	–	–	–
1214	HHGA 1214 Halbert Hargrove Global Advisors Long Beach, California	$1.78K	+$1.54K	+10	New
1215	EFMH 1215 E Fund Management (HK) Central, Hong Kong	$1.7K	–	–	–
1216	TBFA 1216 Three Bearings Fiduciary Advisors Hampton, New Hampshire	$1.7K	–	–	–
1217	WA 1217 WestEnd Advisors Charlotte, North Carolina	$1.7K	+$154	+1	+11%
1218	GA 1218 GoalVest Advisory New York	$1.7K	+$1.54K	+10	New
1219	OAG 1219 Oakmont Advisory Group Albuquerque, New Mexico	$1.7K	+$1.54K	+10	New
1220	QWM 1220 Quaker Wealth Management Moorestown, New Jersey	$1.19K	–	–	–
1221	RWS 1221 Retirement Wealth Solutions Marshfield, Wisconsin	$1.19K	+$308	+2	+40%
1222	AT 1222 Arlington Trust Birmingham, Alabama	$1.19K	–	–	–
1223	FA 1223 Fedenia Advisers Madison, Wisconsin	$1.19K	+$1.08K	+7	New
1224	AF 1224 Align Financial Hermantown, Minnesota	$1.02K	–	–	–
1225	APW 1225 Aventura Private Wealth Aventura, Florida	$1.02K	–	–	–

State Street STT Market cap $51.4B

State Street

STT

Market cap $51.4B