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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
AE Wealth Management
Kansas
$314K -$9.57K -130 -3%
BB
602
Busey Bank
Illinois
$314K
LOAMS
603
Lombard Odier Asset Management (Switzerland)
Switzerland
$314K +$298K +4,049 New
TI
604
Tidal Investments
Wisconsin
$314K +$14.3K +194 +5%
FMAEN1
605
Fund Management at Engine No 1
California
$313K +$37K +503 +14%
RJT
606
Raymond James Trust
Florida
$313K -$19.4K -263 -6%
PAS
607
Park Avenue Securities
New York
$313K +$297K +4,036 New
CS
608
Comerica Securities
Michigan
$312K -$2.8K -38 -0.9%
MM
609
MQS Management
New York
$309K +$293K +3,980 New
QIM
610
Quantitative Investment Management
Virginia
$308K -$469K -6,367 -62%
CCA
611
Checchi Capital Advisers
California
$305K -$3.54K -48 -1%
WTC
612
WhitTier Trust Company
Nevada
$305K +$23.9K +325 +9%
FMWA
613
Forvis Mazars Wealth Advisors
Missouri
$304K
ESB
614
Essex Savings Bank
Connecticut
$302K
FCI
615
Financial Counselors Inc
Kansas
$302K +$9.79K +133 +4%
BPA
616
Beacon Pointe Advisors
California
$298K -$46.4K -630 -14%
SW
617
SteelPeak Wealth
California
$295K
SAI
618
Systematic Alpha Investments
New Jersey
$295K
CCFCSB
619
Cape Cod Five Cents Savings Bank
Massachusetts
$290K -$40.9K -555 -13%
RC
620
Rovin Capital
Arizona
$290K +$7.73K +105 +3%
BFC
621
Blue Fin Capital
Rhode Island
$287K
WP
622
WMS Partners
Maryland
$285K +$1.4K +19 +0.5%
MSFS
623
Main Street Financial Solutions
Pennsylvania
$283K +$23.5K +319 +10%
BMWM
624
Brown Miller Wealth Management
Virginia
$282K
EWA
625
EverSource Wealth Advisors
Alabama
$279K -$28.8K -391 -10%