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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
576
Meeder Advisory Services
Ohio
$515K +$10.9K +114 +2%
LA
577
Legacy Advisors
Pennsylvania
$515K -$28.4K -297 -5%
MSA
578
MUFG Securities Americas
New York
$510K +$80.1K +839 +17%
WPC
579
Wedmont Private Capital
Pennsylvania
$509K +$24.6K +258 +4%
IFA
580
Index Fund Advisors
California
$505K +$539K +5,641 New
SC
581
Stance Capital
Massachusetts
$502K +$348K +3,647 +186%
AIS
582
AM Investment Strategies
Tennessee
$501K +$382 +4 +0.1%
HIA
583
Harbor Investment Advisory
Maryland
$498K -$11.2K -117 -2%
WE
584
Wealth Effects
Massachusetts
$497K – – –
VI
585
Vestcor Inc
New Brunswick, Canada
$497K +$1.15K +12 +0.2%
PCM
586
Polymer Capital Management
New York
$494K +$527K +5,521 New
FCBT
587
First Citizens Bank & Trust
North Carolina
$492K +$669 +7 +0.1%
SIG
588
Stonegate Investment Group
Alabama
$487K +$520K +5,445 New
LA
589
LVW Advisors
New York
$485K -$20.1K -210 -4%
MFA
590
Mayflower Financial Advisors
Massachusetts
$484K +$5.73K +60 +1%
SP
591
Saranac Partners
$484K +$10.3K +108 +2%
SFM
592
Systematic Financial Management
New Jersey
$483K – – –
SGAM
593
Smith Group Asset Management
Texas
$477K -$3.34K -35 -0.7%
EHAM
594
Eagle Harbor Asset Management
Washington
$474K -$3.73K -39 -0.7%
BIC
595
Beach Investment Counsel
Pennsylvania
$472K -$4.78K -50 -0.9%
FCM
596
Fortis Capital Management
Washington
$468K +$499K +5,225 New
HT
597
Headlands Technologies
Illinois
$465K -$599K -6,268 -55%
KIM
598
Kestra Investment Management
Texas
$464K +$80.1K +839 +19%
EI
599
Ellevest Inc
New York
$463K +$57.1K +598 +13%
CIA
600
Choate Investment Advisors
Massachusetts
$459K -$20.3K -213 -4%
22 23
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