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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
NW
1301
NewEdge Wealth
Pennsylvania
– -$217K -1,716 Closed
VCP
1302
Vista Capital Partners
Oregon
– -$217K -1,712 Closed
WFA
1303
Wellspring Financial Advisors
Ohio
– -$216K -1,705 Closed
RWM
1304
RMG Wealth Management
Wisconsin
– -$155K -1,659 Closed
LCWP
1305
Legacy Capital Wealth Partners
Arkansas
– -$203K -1,601 Closed
RMC
1306
Resources Management Corp
Connecticut
– -$149K -1,175 Closed
TLFA
1307
True Link Financial Advisors
California
– -$72.2K -571 Closed
RFP
1308
Root Financial Partners
California
– -$66.8K -528 Closed
WSFG
1309
Wall Street Financial Group
Illinois
– -$54.2K -428 Closed
AA
1310
Ancora Advisors
Ohio
– -$36.8K -291 Closed
AGWCA
1311
Annis Gardner Whiting Capital Advisors
Florida
– -$33.2K -262 Closed
TPWA
1312
Twin Peaks Wealth Advisors
California
– -$31K -245 Closed
CM
1313
Capula Management
Cayman Islands
– -$20K -158 Closed
MPW
1314
MASECO Private Wealth
– -$13.8K -109 Closed
BOTPPF
1315
Board of the Pension Protection Fund
United Kingdom
– -$12.7K -100 Closed
TGY2IT
1316
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$12.4K -98 Closed
GSEP
1317
Golden State Equity Partners
California
– -$10.8K -85 Closed
IWS
1318
Intentional Wealth Strategies
Colorado
– -$7.09K -56 Closed
Optiver Holding
1319
Optiver Holding
Netherlands
– -$4.3K -34 Closed
CFG
1320
Clayton Financial Group
Missouri
– -$4.18K -33 Closed
CA
1321
Crewe Advisors
Utah
– -$3.8K -30 Closed
PWA
1322
Portus Wealth Advisors
North Carolina
– -$3.16K -25 Closed
OA
1323
Operose Advisors
Wisconsin
– -$2.4K -19 Closed
VWM
1324
Vermillion Wealth Management
Minnesota
– -$2.4K -19 Closed
MWA
1325
Merkkuri Wealth Advisors
New York
– -$2.25K -18 Closed