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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
526
Stonebridge Capital Management
California
$465K – – –
NDSI
527
Newman Dignan & Sheerar Inc
Rhode Island
$465K – – –
LCM
528
Logan Capital Management
Pennsylvania
$465K – – –
WPC
529
Wedmont Private Capital
Pennsylvania
$464K +$349 +5 +0.1%
GIA
530
GHP Investment Advisors
Colorado
$464K -$1.08M -15,434 -72%
HCM
531
Highlander Capital Management
New Jersey
$463K -$13.7K -197 -3%
OWA
532
One Wealth Advisors
California
$461K +$1.81K +26 +0.4%
SP
533
Saranac Partners
$461K – – –
SSB
534
Sandy Spring Bank
Maryland
$457K -$7.81K -112 -2%
DCM
535
DGS Capital Management
New Jersey
$453K +$14.9K +214 +4%
PSCM
536
Per Stirling Capital Management
Texas
$447K +$3.77K +54 +0.9%
MFA
537
Mayflower Financial Advisors
Massachusetts
$446K -$5.58K -80 -1%
FB
538
Fulton Bank
Pennsylvania
$440K -$767 -11 -0.2%
AIS
539
AM Investment Strategies
Tennessee
$431K +$2.51K +36 +0.7%
GAM
540
Guinness Asset Management
United Kingdom
$430K +$13.7K +197 +4%
WE
541
Wealth Effects
Massachusetts
$430K – – –
VWA
542
VERITY Wealth Advisors
United States
$429K – – –
JF
543
Jump Financial
Illinois
$421K -$1.11M -15,979 -75%
BIC
544
Beach Investment Counsel
Pennsylvania
$420K – – –
SFM
545
Systematic Financial Management
New Jersey
$418K – – –
GWM
546
Greenwich Wealth Management
Connecticut
$418K +$25K +358 +7%
SPIA
547
Steward Partners Investment Advisory
New York
$417K +$1.95K +28 +0.5%
CSC
548
Caldwell Sutter Capital
California
$411K – – –
AWM
549
Aries Wealth Management
Maine
$409K – – –
PWP
550
Private Wealth Partners
California
$408K -$2.09K -30 -0.6%
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