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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Aries Wealth Management
Maine
$409K
PWP
552
Private Wealth Partners
California
$408K -$2.09K -30 -0.6%
PGFC
553
Peapack-Gladstone Financial Corp
New Jersey
$408K -$15.6K -224 -4%
OAM
554
Ostrum Asset Management
France
$408K -$386K -5,531 -51%
CG
555
Caprock Group
Idaho
$408K +$62.6K +898 +21%
TFS
556
Thoroughbred Financial Services
Tennessee
$404K +$45.6K +654 +14%
Focus Partners Wealth
557
Focus Partners Wealth
Massachusetts
$401K +$361K +5,176 New
IIC
558
Ironwood Investment Counsel
Arizona
$400K -$13.4K -192 -4%
DEA
559
DoubleLine ETF Adviser
Florida
$396K +$14.1K +202 +4%
FI
560
Fosun International
China
$391K -$175K -2,510 -33%
LSA
561
Leonteq Securities AG
Switzerland
$390K -$912K -13,075 -72%
JMFC
562
J.M. Forbes & Co
Massachusetts
$390K
AIM
563
Aquila Investment Management
New York
$387K -$418K -6,000 -55%
PAG
564
Private Advisor Group
New Jersey
$379K -$106K -1,520 -24%
CIP
565
Capital Insight Partners
Arizona
$378K -$115K -1,645 -25%
TCWM
566
Total Clarity Wealth Management
Illinois
$378K -$16.5K -237 -5%
AIM
567
Aigen Investment Management
New York
$378K -$200K -2,867 -37%
WG
568
Welch Group
Alabama
$376K +$45.3K +650 +15%
RPC
569
Rossmore Private Capital
Connecticut
$369K
NA
570
NewEdge Advisors
Louisiana
$368K -$80.1K -1,149 -19%
SFA
571
Sequoia Financial Advisors
Ohio
$365K +$329K +4,713 New
SFI
572
SPC Financial Inc
Maryland
$364K -$13.9K -200 -4%
DWA
573
Douglass Winthrop Advisors
New York
$360K
FFM
574
Forum Financial Management
Illinois
$359K -$35.4K -508 -10%
CNBT
575
Canandaigua National Bank & Trust
New York
$357K