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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
551
Jacobus Wealth Management
Wisconsin
$519K
CCA
552
Cobblestone Capital Advisors
New York
$518K -$9.31K -100 -2%
CIBC Private Wealth Group
553
CIBC Private Wealth Group
Georgia
$517K +$504K +5,413 New
SFM
554
Systematic Financial Management
New Jersey
$516K
ZCA
555
Zeke Capital Advisors
Pennsylvania
$513K +$250K +2,683 +100%
BFO
556
Boston Family Office
Massachusetts
$508K -$112K -1,200 -18%
BB
557
Busey Bank
Illinois
$496K
DWA
558
Douglass Winthrop Advisors
New York
$493K
LNB
559
Ledyard National Bank
$487K +$78.7K +845 +20%
MPWT
560
MassMutual Private Wealth & Trust
Connecticut
$486K -$71.5K -768 -13%
LOAME
561
Lombard Odier Asset Management (Europe)
United Kingdom
$484K
GCM
562
Glaxis Capital Management
Florida
$478K +$466K +5,000 New
CWP
563
Capital Wealth Planning
Florida
$459K -$18.6K -200 -4%
ZDA
564
Zweig-DiMenna Associates
New York
$459K +$447K +4,800 New
BFC
565
Blue Fin Capital
Rhode Island
$457K
OC
566
Oppenheimer & Co
New York
$455K -$87.5K -940 -17%
MYAM
567
Meiji Yasuda Asset Management
Japan
$454K
PWAG
568
Polaris Wealth Advisory Group
California
$452K +$441K +4,735 New
BAM
569
Belpointe Asset Management
Nevada
$451K +$440K +4,721 New
TAM
570
Tocqueville Asset Management
New York
$448K
CA
571
Commerzbank Aktiengesellschaft
Germany
$448K +$436K +4,685 New
Diamond Hill Capital Management
572
Diamond Hill Capital Management
Ohio
$441K -$629K -6,759 -59%
Dodge & Cox
573
Dodge & Cox
California
$439K
FRM
574
Fox Run Management
Connecticut
$439K +$428K +4,600 New
PIM
575
Penobscot Investment Management
Massachusetts
$438K