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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
501
Brookstone Capital Management
Illinois
$371K -$5.61K -82 -1%
HIA
502
Harbor Investment Advisory
Maryland
$371K -$1.16K -17 -0.3%
CCP
503
Corient Capital Partners
California
$370K +$3.76K +55 +0.9%
LCM
504
Logan Capital Management
Pennsylvania
$365K – – –
SCM
505
Stonebridge Capital Management
California
$365K – – –
MFA
506
Mayflower Financial Advisors
Massachusetts
$361K -$5.4K -79 -1%
S
507
SignatureFD
Georgia
$360K +$54.9K +803 +16%
CAN
508
Cetera Advisor Networks
California
$359K +$15.6K +228 +4%
MAM
509
Mystic Asset Management
Rhode Island
$358K – – –
FB
510
Fulton Bank
Pennsylvania
$357K +$18.7K +273 +5%
AWM
511
Aries Wealth Management
Maine
$354K – – –
BAMF
512
BI Asset Management Fondsmaeglerselskab
Denmark
$349K -$227K -3,318 -37%
WE
513
Wealth Effects
Massachusetts
$344K – – –
TMAM
514
Tokio Marine Asset Management
Japan
$343K +$39.5K +578 +11%
RWA
515
Ropes Wealth Advisors
Massachusetts
$339K – – –
EAM
516
Evanson Asset Management
California
$337K – – –
VWA
517
VERITY Wealth Advisors
United States
$337K – – –
PA
518
Pinnacle Associates
New York
$336K +$25.2K +369 +7%
FTDI
519
First Trust Direct Indexing
Massachusetts
$335K -$10.7K -156 -3%
CCM
520
Covington Capital Management
California
$335K +$23.4K +342 +7%
AIS
521
AM Investment Strategies
Tennessee
$335K +$86.5K +1,266 +30%
PGFC
522
Peapack-Gladstone Financial Corp
New Jersey
$331K -$338K -4,951 -48%
NC
523
NinePointTwo Capital
California
$329K -$70.9K -1,038 -16%
BIC
524
Beach Investment Counsel
Pennsylvania
$329K -$61.2K -896 -14%
MGP
525
Metis Global Partners
California
$329K -$1.91K -28 -0.5%
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