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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
AC
526
AXQ Capital
New Jersey
$441K +$419K +5,686 New
RWA
527
Ropes Wealth Advisors
Massachusetts
$440K +$7K +95 +2%
FTDI
528
First Trust Direct Indexing
Massachusetts
$436K +$8.17K +111 +2%
PSCM
529
Per Stirling Capital Management
Texas
$434K +$412K +5,600 New
WE
530
Wealth Effects
Massachusetts
$431K -$7.36K -100 -2%
RMDI
531
R.M. Davis Inc
Maine
$430K +$19.7K +268 +5%
VWA
532
VERITY Wealth Advisors
United States
$430K
EAM
533
Evanson Asset Management
California
$430K
CA
534
Crumly & Associates
Illinois
$429K +$76.2K +1,035 +23%
KF
535
Krilogy Financial
Missouri
$429K -$436K -5,925 -52%
AIS
536
AM Investment Strategies
Tennessee
$428K +$368 +5 +0.1%
FB
537
Fulton Bank
Pennsylvania
$427K -$27.2K -370 -6%
BIC
538
Beach Investment Counsel
Pennsylvania
$420K
CIBC Private Wealth Group
539
CIBC Private Wealth Group
Georgia
$419K +$7.07K +96 +2%
PA
540
Pinnacle Associates
New York
$419K -$8.91K -121 -2%
SFM
541
Systematic Financial Management
New Jersey
$419K
AG
542
AIA Group
Hong Kong
$416K +$179K +2,427 +83%
BAM
543
Belpointe Asset Management
Nevada
$414K +$179K +2,437 +84%
JMFC
544
J.M. Forbes & Co
Massachusetts
$411K -$368 -5 -0.1%
OPS
545
Orion Portfolio Solutions
Nebraska
$411K +$59.5K +808 +18%
GWM
546
Greenwich Wealth Management
Connecticut
$410K -$2.65K -36 -0.7%
MCM
547
Manchester Capital Management
Vermont
$409K +$271K +3,684 +232%
WCM
548
Washington Capital Management
Washington
$406K -$147K -2,000 -28%
FMII
549
Farmers & Merchants Investments Inc
Nebraska
$406K
SP
550
Symmetry Partners
Connecticut
$405K