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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
WE
551
Wealth Effects
Massachusetts
$491K
VI
552
Vestcor Inc
New Brunswick, Canada
$491K
MFA
553
Mayflower Financial Advisors
Massachusetts
$485K +$3.38K +41 +0.8%
BIC
554
Beach Investment Counsel
Pennsylvania
$479K
AAS
555
Avantax Advisory Services
Texas
$479K +$151K +1,827 +51%
CA
556
Cannon Advisors
North Carolina
$478K +$447K +5,424 New
MS
557
Maven Securities
Jersey
$478K +$446K +5,406 New
SFM
558
Systematic Financial Management
New Jersey
$478K
MCM
559
MAI Capital Management
Ohio
$478K -$384K -4,654 -46%
MAS
560
Meeder Advisory Services
Ohio
$476K +$14.5K +176 +3%
PA
561
Pinnacle Associates
New York
$474K +$58K +704 +13%
GCM
562
Graham Capital Management
Connecticut
$474K -$14M -169,394 -97%
EHAM
563
Eagle Harbor Asset Management
Washington
$472K
AWM
564
Aries Wealth Management
Maine
$467K
PGFC
565
Peapack-Gladstone Financial Corp
New Jersey
$467K +$8.49K +103 +2%
GWM
566
Greenwich Wealth Management
Connecticut
$464K +$3.13K +38 +0.7%
VA
567
Vident Advisory
Georgia
$460K +$20.6K +250 +5%
VWA
568
VERITY Wealth Advisors
United States
$460K
AssetMark Inc
569
AssetMark Inc
California
$459K +$16.6K +201 +4%
JMFC
570
J.M. Forbes & Co
Massachusetts
$452K +$6.35K +77 +2%
HWM
571
HB Wealth Management
Georgia
$449K +$30.8K +374 +8%
NA
572
NewEdge Advisors
Louisiana
$444K +$15.7K +190 +4%
AIM
573
Aquila Investment Management
New York
$442K
PAS
574
Park Avenue Securities
New York
$440K +$22K +267 +6%
DEA
575
DoubleLine ETF Adviser
Florida
$440K -$32K -388 -7%