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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1201
Spire Wealth Management
Virginia
$3.73K – – –
AWM
1202
Activest Wealth Management
Florida
$3.73K -$6.01K -39 -64%
BONH
1203
Bank of New Hampshire
New Hampshire
$3.73K – – –
NL
1204
NVWM LLC
Pennsylvania
$3.73K +$308 +2 +10%
PAP
1205
Persistent Asset Partners
Hong Kong
$3.73K +$3.39K +22 New
IWM
1206
IMG Wealth Management
Florida
$3.56K +$463 +3 +17%
HCM
1207
Hollencrest Capital Management
California
$3.46K – – –
MWM
1208
Mosley Wealth Management
California
$3.22K +$2.93K +19 New
CWM
1209
Copia Wealth Management
Oregon
$3.05K – – –
HIA
1210
HFM Investment Advisors
New Jersey
$3.05K +$1.39K +9 +100%
ICCON
1211
Investment Counsel Company of Nevada
Nevada
$3.05K +$2.78K +18 New
BH
1212
Burk Holdings
Oklahoma
$2.88K – – –
AWM
1213
Abound Wealth Management
Tennessee
$2.78K -$4.47K -29 -64%
PPC
1214
Park Place Capital
Alabama
$2.71K – – –
MIM
1215
Marshall Investment Management
Colorado
$2.71K +$2.47K +16 New
PS
1216
Planning Strategies
Pennsylvania
$2.54K +$2.31K +15 New
PWA
1217
Provenance Wealth Advisors
Florida
$2.54K +$2.31K +15 New
PUI
1218
Purpose Unlimited Inc
$2.54K -$1.23K -8 -35%
CWP
1219
Clark Wealth Partners
Illinois
$2.38K – – –
CT
1220
Caldwell Trust
Florida
$2.37K – – –
BCV
1221
Banque Cantonale Vaudoise
Switzerland
$2.21K -$381K -2,472 -16%
PGAM
1222
Princeton Global Asset Management
New Jersey
$2.21K +$2K +13 New
DCM
1223
Davis Capital Management
Florida
$2.04K -$196K -1,274 -99%
1CP
1224
1015 Capital Partners
Pennsylvania
$1.87K – – –
HHGA
1225
Halbert Hargrove Global Advisors
California
$1.78K +$1.54K +10 New