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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
601
Teza Capital Management
Illinois
$458K -$239K -2,581 -37%
CSC
602
Caldwell Sutter Capital
California
$457K
SWRP
603
Summit Wealth & Retirement Planning
California
$457K +$25.2K +272 +7%
AIA
604
Affinity Investment Advisors
California
$454K -$92 -1 -0%
JMFC
605
J.M. Forbes & Co
Massachusetts
$454K
MAM
606
MWA Asset Management
Massachusetts
$453K
NA
607
NewEdge Advisors
Louisiana
$450K -$551K -5,963 -59%
OIA
608
OneDigital Investment Advisors
Kansas
$444K -$2.4K -26 -0.6%
EAM
609
Empirical Asset Management
Massachusetts
$441K -$370 -4 -0.1%
SC
610
Soundwatch Capital
Connecticut
$439K +$66.5K +719 New
SFI
611
Siemens Fonds Invest
Germany
$438K +$68.3K +738 +22%
TCOTS
612
Trust Company of the South
North Carolina
$438K
BB
613
Busey Bank
Illinois
$432K +$185 +2 +0%
SC
614
Savant Capital
Illinois
$431K +$66.9K +723 +22%
S
615
Sachetta
Massachusetts
$430K +$1.48K +16 +0.4%
EAM
616
Evanson Asset Management
California
$423K
Envestnet Portfolio Solutions
617
Envestnet Portfolio Solutions
Illinois
$421K +$4.35K +47 +1%
CNBT
618
Canandaigua National Bank & Trust
New York
$420K -$11.6K -125 -3%
BP
619
BBR Partners
New York
$415K
AWP
620
Ascent Wealth Partners
New York
$414K -$348K -3,764 -49%
LAM
621
L2 Asset Management
Massachusetts
$414K -$8.05K -87 -2%
PWP
622
Private Wealth Partners
California
$412K
PT
623
Plimoth Trust
Massachusetts
$411K
SAI
624
Systematic Alpha Investments
New Jersey
$404K
PSB
625
Piscataqua Savings Bank
New Hampshire
$401K -$25.8K -279 -7%