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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
601
Diversified Trust
Tennessee
$282K +$66K +782 +30%
YIH
602
Y-Intercept (HK)
Hong Kong
$282K +$290K +3,433 New
FTDI
603
First Trust Direct Indexing
Massachusetts
$281K +$17K +201 +6%
LIM
604
Longfellow Investment Management
Massachusetts
$280K -$168K -1,993 -37%
FBA
605
Front Barnett Associates
Illinois
$280K – – –
SFI
606
SPC Financial Inc
Maryland
$280K +$76K +900 +36%
GIA
607
Gateway Investment Advisers
Ohio
$278K -$11K -130 -4%
SCM
608
Southport Capital Management
Tennessee
$278K -$11K -130 -4%
NB
609
NBT Bank
New York
$278K +$1.44K +17 +0.5%
KFI
610
Key Financial Inc
Pennsylvania
$278K +$77.7K +920 +41%
HW
611
Hancock Whitney
Mississippi
$273K -$16.6K -197 -6%
SPIA
612
Steward Partners Investment Advisory
New York
$272K -$2.83M -33,540 -91%
FB
613
Fulton Bank
Pennsylvania
$272K +$31.3K +371 +13%
BCM
614
Bayesian Capital Management
New York
$272K +$279K +3,300 New
KIA
615
KCM Investment Advisors
California
$270K – – –
TAM
616
Trust Asset Management
Texas
$264K +$30.3K +359 +13%
MIC
617
Means Investment Company
Maine
$262K +$1.6K +19 +0.6%
WTC
618
WhitTier Trust Company
Nevada
$261K -$844 -10 -0.3%
APP
619
Alpha Paradigm Partners
Illinois
$261K – – –
FLPIM
620
F.L. Putnam Investment Management
Massachusetts
$259K -$4.64K -55 -2%
SF
621
Synovus Financial
Georgia
$254K -$2.36K -28 -0.9%
FPS
622
Fieldpoint Private Securities
Connecticut
$253K +$10.9K +129 +5%
CB
623
Community Bank
New York
$250K – – –
ZF
624
Zhang Financial
Michigan
$250K – – –
DMBA
625
Deseret Mutual Benefit Administrators
Utah
$249K +$256K +3,029 New
23 24
25
26 27