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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
576
Systematic Financial Management
New Jersey
$530K – – –
SGAM
577
Smith Group Asset Management
Texas
$526K +$508K +5,363 New
FCM
578
Fieldview Capital Management
Michigan
$526K +$508K +5,361 New
MFA
579
Mayflower Financial Advisors
Massachusetts
$524K -$12.8K -135 -2%
CIA
580
Choate Investment Advisors
Massachusetts
$524K -$282K -2,978 -36%
EHAM
581
Eagle Harbor Asset Management
Washington
$524K – – –
BIC
582
Beach Investment Counsel
Pennsylvania
$522K -$9.47K -100 -2%
SP
583
Saranac Partners
$520K +$501K +5,295 New
AWM
584
Aries Wealth Management
Maine
$518K – – –
PA
585
Pinnacle Associates
New York
$518K -$80.2K -847 -14%
QL
586
Quarry LP
New York
$516K +$498K +5,260 New
DAS
587
Diversify Advisory Services
Utah
$513K -$120K -1,267 -19%
VWA
588
VERITY Wealth Advisors
United States
$510K – – –
FB
589
Fulton Bank
Pennsylvania
$509K -$35.6K -376 -7%
SFI
590
SPC Financial Inc
Maryland
$491K +$28.4K +300 +6%
GWM
591
Greenwich Wealth Management
Connecticut
$490K -$23.1K -244 -5%
NA
592
NewEdge Advisors
Louisiana
$487K -$4.45K -47 -0.9%
RZH
593
Relyea Zuckerberg Hanson
Connecticut
$483K +$6.63K +70 +1%
QC
594
Quantessence Capital
New York
$482K +$465K +4,909 New
CCM
595
Coldstream Capital Management
Washington
$479K +$34.9K +369 +8%
MSA
596
MUFG Securities Americas
New York
$477K +$460K +4,857 New
TBNY
597
Trustco Bank (New York)
New York
$472K – – –
EWM
598
Evercore Wealth Management
New York
$468K -$379K -4,000 -46%
RPC
599
Rossmore Private Capital
Connecticut
$467K – – –
OAM
600
Ostrum Asset Management
France
$466K -$18.6K -196 -4%
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