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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
LA
576
LVW Advisors
New York
$723K +$11.5K +96 +2%
WE
577
Wealth Effects
Massachusetts
$717K – – –
Fisher Asset Management
578
Fisher Asset Management
Washington
$714K +$207K +1,732 +46%
KPWS
579
Kestra Private Wealth Services
Texas
$712K +$66.1K +552 +11%
I
580
InvesTrust
Oklahoma
$710K -$245K -2,043 -27%
RWM
581
Ritholtz Wealth Management
New York
$709K +$173K +1,442 +36%
JF
582
JMN Financial
Ohio
$706K +$656K +5,475 New
VI
583
Vestcor Inc
New Brunswick, Canada
$703K – – –
FFM
584
Forum Financial Management
Illinois
$701K -$1.44K -12 -0.2%
FCM
585
Fortis Capital Management
Washington
$697K +$15.9K +133 +3%
LFA
586
Legacy Financial Advisors
Kentucky
$697K -$263K -2,195 -29%
SFM
587
Systematic Financial Management
New Jersey
$697K – – –
RZH
588
Relyea Zuckerberg Hanson
Connecticut
$696K -$5.03K -42 -0.8%
MFS
589
Mirabella Financial Services
United Kingdom
$682K +$633K +5,289 New
MFA
590
Mayflower Financial Advisors
Massachusetts
$681K +$5.87K +49 +0.9%
GWM
591
Greenwich Wealth Management
Connecticut
$680K -$7.9K -66 -1%
NCM
592
Northside Capital Management
Oregon
$676K -$70.1K -585 -10%
AWM
593
Avior Wealth Management
Nebraska
$676K -$262K -2,185 -29%
CPIG
594
Chicago Partners Investment Group
Illinois
$675K +$9.94K +83 +2%
AP
595
Anchyra Partners
Georgia
$673K +$625K +5,217 New
WCA
596
Westover Capital Advisors
Delaware
$668K +$620K +5,175 New
CCM
597
Coldstream Capital Management
Washington
$653K +$13.2K +110 +2%
VT
598
Vise Technologies
New York
$648K +$118K +987 +24%
SGAM
599
Smith Group Asset Management
Texas
$645K -$26.6K -222 -4%
VWA
600
VERITY Wealth Advisors
United States
$640K – – –