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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
576
Legacy Advisors
Pennsylvania
$515K -$28.4K -297 -5%
MSA
577
MUFG Securities Americas
New York
$510K +$80.1K +839 +17%
WPC
578
Wedmont Private Capital
Pennsylvania
$509K +$24.6K +258 +4%
IFA
579
Index Fund Advisors
California
$505K +$539K +5,641 New
SC
580
Stance Capital
Massachusetts
$502K +$348K +3,647 +186%
AIS
581
AM Investment Strategies
Tennessee
$501K +$382 +4 +0.1%
HIA
582
Harbor Investment Advisory
Maryland
$498K -$11.2K -117 -2%
WE
583
Wealth Effects
Massachusetts
$497K – – –
VI
584
Vestcor Inc
New Brunswick, Canada
$497K +$1.15K +12 +0.2%
PCM
585
Polymer Capital Management
New York
$494K +$527K +5,521 New
FCBT
586
First Citizens Bank & Trust
North Carolina
$492K +$669 +7 +0.1%
SIG
587
Stonegate Investment Group
Alabama
$487K +$520K +5,445 New
LA
588
LVW Advisors
New York
$485K -$20.1K -210 -4%
MFA
589
Mayflower Financial Advisors
Massachusetts
$484K +$5.73K +60 +1%
SP
590
Saranac Partners
$484K +$10.3K +108 +2%
SFM
591
Systematic Financial Management
New Jersey
$483K – – –
SGAM
592
Smith Group Asset Management
Texas
$477K -$3.34K -35 -0.7%
EHAM
593
Eagle Harbor Asset Management
Washington
$474K -$3.73K -39 -0.7%
BIC
594
Beach Investment Counsel
Pennsylvania
$472K -$4.78K -50 -0.9%
FCM
595
Fortis Capital Management
Washington
$468K +$499K +5,225 New
HT
596
Headlands Technologies
Illinois
$465K -$599K -6,268 -55%
KIM
597
Kestra Investment Management
Texas
$464K +$80.1K +839 +19%
EI
598
Ellevest Inc
New York
$463K +$57.1K +598 +13%
CIA
599
Choate Investment Advisors
Massachusetts
$459K -$20.3K -213 -4%
KPWS
600
Kestra Private Wealth Services
Texas
$458K +$39.5K +414 +9%
22 23
24
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