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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
526
J.W. Cole Advisors
Florida
$559K -$13.8K -167 -3%
NDSI
527
Newman Dignan & Sheerar Inc
Rhode Island
$558K – – –
HCPC
528
Hamilton Capital Partners (Canada)
$557K +$519K +6,300 New
SAG
529
SageView Advisory Group
California
$557K -$16.9K -205 -3%
SHF
530
Safe Harbor Fiduciary
Florida
$556K +$519K +6,289 New
ESBC
531
E.S. Barr & Co
Kentucky
$553K -$12.4K -150 -2%
CC
532
Chicago Capital
Illinois
$552K – – –
ACA
533
Anchor Capital Advisors
Massachusetts
$551K -$1.4K -17 -0.3%
LCWP
534
Legacy Capital Wealth Partners
Arkansas
$548K -$28.7K -348 -5%
BHC
535
Bowen Hanes & Co
Florida
$534K -$46.2K -560 -8%
SCM
536
Stonebridge Capital Management
California
$531K – – –
LCM
537
Logan Capital Management
Pennsylvania
$531K – – –
CLA
538
Carnegie Lake Advisors
New Jersey
$529K +$493K +5,985 New
IIC
539
Ironwood Investment Counsel
Arizona
$527K +$1.07K +13 +0.2%
PSCM
540
Per Stirling Capital Management
Texas
$523K +$3.96K +48 +0.8%
WPC
541
Wedmont Private Capital
Pennsylvania
$519K +$49.1K +595 +11%
HIA
542
Harbor Investment Advisory
Maryland
$518K -$5.44K -66 -1%
NIM
543
Northeast Investment Management
Massachusetts
$516K -$61.8K -750 -11%
CFG
544
Citizens Financial Group
Rhode Island
$512K +$15.2K +184 +3%
FCBT
545
First Citizens Bank & Trust
North Carolina
$512K -$2.89K -35 -0.6%
PP
546
Paloma Partners
Connecticut
$504K -$829K -10,057 -64%
XT
547
XTX Topco
Cayman Islands
$495K -$1.33M -16,096 -74%
AIS
548
AM Investment Strategies
Tennessee
$494K +$330 +4 +0.1%
PP
549
Prudential plc
United Kingdom
$493K -$278K -3,375 -38%
FB
550
Fulton Bank
Pennsylvania
$492K -$13.4K -162 -3%
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