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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
EFMH
1226
E Fund Management (HK)
Hong Kong
$1.7K – – –
TBFA
1227
Three Bearings Fiduciary Advisors
New Hampshire
$1.7K – – –
WA
1228
WestEnd Advisors
North Carolina
$1.7K +$154 +1 +11%
GA
1229
GoalVest Advisory
New York
$1.7K +$1.54K +10 New
OAG
1230
Oakmont Advisory Group
New Mexico
$1.7K +$1.54K +10 New
QWM
1231
Quaker Wealth Management
New Jersey
$1.19K – – –
RWS
1232
Retirement Wealth Solutions
Wisconsin
$1.19K +$308 +2 +40%
AT
1233
Arlington Trust
Alabama
$1.19K – – –
FA
1234
Fedenia Advisers
Wisconsin
$1.19K +$1.08K +7 New
AF
1235
Align Financial
Minnesota
$1.02K – – –
APW
1236
Aventura Private Wealth
Florida
$1.02K – – –
CIA
1237
Cape Investment Advisory
Georgia
$1.02K +$925 +6 New
NEWAS
1238
N.E.W. Advisory Services
Wisconsin
$1.02K +$925 +6 New
PMFA
1239
Plante Moran Financial Advisors
Michigan
$1.02K +$925 +6 New
TCA
1240
Trifecta Capital Advisors
Illinois
$1.02K +$925 +6 New
CFG
1241
CKW Financial Group
Hawaii
$1K +$771 +5 New
NWM
1242
Navigoe Wealth Management
California
$1K +$1.08K +7 New
B
1243
Bayban
Minnesota
$848 – – –
GFA
1244
Godfrey Financial Associates
New York
$848 – – –
IAS
1245
IMA Advisory Services
Colorado
$848 – – –
NL
1246
NorthAvenue LLC
Ohio
$848 – – –
BIM
1247
Breakwater Investment Management
Washington
$679 – – –
SA
1248
Seneschal Advisors
Washington
$679 – – –
DF
1249
DecisionPoint Financial
Arizona
$679 +$617 +4 New
EWM
1250
Evolution Wealth Management
Florida
$678 – – –