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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
551
Heritage Oak Wealth Advisors
Florida
$419K +$422K +5,667 New
CM
552
Capula Management
Cayman Islands
$418K +$421K +5,644 New
CFG
553
Citizens Financial Group
Rhode Island
$415K +$120K +1,616 +41%
AIS
554
AM Investment Strategies
Tennessee
$413K +$373 +5 +0.1%
WE
555
Wealth Effects
Massachusetts
$411K – – –
VI
556
Vestcor Inc
New Brunswick, Canada
$410K – – –
MFA
557
Mayflower Financial Advisors
Massachusetts
$402K +$820 +11 +0.2%
BIC
558
Beach Investment Counsel
Pennsylvania
$401K – – –
PA
559
Pinnacle Associates
New York
$401K -$58.7K -788 -13%
KOCAA
560
Knights of Columbus Asset Advisors
Connecticut
$400K -$84K -1,127 -17%
SFM
561
Systematic Financial Management
New Jersey
$400K – – –
TFS
562
Thoroughbred Financial Services
Tennessee
$398K +$402K +5,391 New
DEA
563
DoubleLine ETF Adviser
Florida
$396K -$22.7K -305 -5%
EHAM
564
Eagle Harbor Asset Management
Washington
$395K – – –
OTL
565
Oak Thistle LLC
New York
$393K +$396K +5,310 New
BCM
566
Bayesian Capital Management
New York
$392K -$480K -6,446 -55%
SP
567
Saranac Partners
$392K – – –
AWM
568
Aries Wealth Management
Maine
$391K – – –
MAS
569
Meeder Advisory Services
Ohio
$385K +$89.9K +1,206 +30%
GWM
570
Greenwich Wealth Management
Connecticut
$385K -$20.3K -273 -5%
VWA
571
VERITY Wealth Advisors
United States
$384K – – –
PGFC
572
Peapack-Gladstone Financial Corp
New Jersey
$383K -$8.5K -114 -2%
GAM
573
Guinness Asset Management
United Kingdom
$382K -$32.3K -433 -8%
JMFC
574
J.M. Forbes & Co
Massachusetts
$373K – – –
AIM
575
Aquila Investment Management
New York
$370K – – –
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