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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
576
Vestcor Inc
New Brunswick, Canada
$429K -$132K -1,777 -24%
OWA
577
One Wealth Advisors
California
$429K -$29.4K -396 -7%
IIC
578
Ironwood Investment Counsel
Arizona
$429K +$28.3K +382 +7%
BSI
579
Bennett Selby Investments
Maine
$424K +$406K +5,480 New
GWM
580
Greenwich Wealth Management
Connecticut
$423K +$6.23K +84 +2%
BIC
581
Beach Investment Counsel
Pennsylvania
$420K – – –
MFA
582
Mayflower Financial Advisors
Massachusetts
$420K -$24.2K -326 -6%
SFM
583
Systematic Financial Management
New Jersey
$418K – – –
EHAM
584
Eagle Harbor Asset Management
Washington
$413K +$129K +1,742 +48%
FB
585
Fulton Bank
Pennsylvania
$410K -$28.1K -379 -7%
CSC
586
Caldwell Sutter Capital
California
$410K – – –
SP
587
Saranac Partners
$409K -$48.2K -650 -11%
PGFC
588
Peapack-Gladstone Financial Corp
New Jersey
$409K +$2K +27 +0.5%
AWM
589
Aries Wealth Management
Maine
$408K – – –
LA
590
LVW Advisors
New York
$407K +$74.5K +1,004 +24%
OAM
591
Ostrum Asset Management
France
$407K – – –
VWA
592
VERITY Wealth Advisors
United States
$402K -$25.7K -347 -6%
JMFC
593
J.M. Forbes & Co
Massachusetts
$389K – – –
AIM
594
Aquila Investment Management
New York
$387K – – –
TCWM
595
Total Clarity Wealth Management
Illinois
$382K +$4.38K +59 +1%
BRWA
596
B. Riley Wealth Advisors
Florida
$378K -$41.5K -559 -9%
AWP
597
Ascent Wealth Partners
New York
$377K -$4.71M -63,550 -93%
WG
598
Welch Group
Alabama
$375K – – –
BC
599
Bridgefront Capital
Texas
$373K +$121K +1,637 +51%
PTC
600
Petrus Trust Company
Texas
$372K +$357K +4,809 New
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