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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
WE
601
Wealth Effects
Massachusetts
$703K – – –
RGC
602
Roberts, Glore & Co
Illinois
$702K -$34K -266 -5%
LFA
603
Legacy Financial Advisors
Kentucky
$700K +$16.2K +127 +2%
I
604
InvesTrust
Oklahoma
$697K – – –
VI
605
Vestcor Inc
New Brunswick, Canada
$689K – – –
KPWS
606
Kestra Private Wealth Services
Texas
$688K -$10.6K -83 -2%
SFM
607
Systematic Financial Management
New Jersey
$683K – – –
N
608
Natixis
France
$682K -$15M -117,526 -96%
LAM
609
LECAP Asset Management
United Kingdom
$681K +$688K +5,378 New
TSS
610
Two Sigma Securities
New York
$673K -$403K -3,151 -37%
FCM
611
Fortis Capital Management
Washington
$670K -$14.7K -115 -2%
AP
612
Anchyra Partners
Georgia
$668K +$8.06K +63 +1%
SWP
613
Sagespring Wealth Partners
Tennessee
$668K +$170K +1,329 +34%
MA
614
MCF Advisors
Kentucky
$665K +$672K +5,252 New
NCM
615
Northside Capital Management
Oregon
$663K – – –
PS
616
Principal Securities
Iowa
$657K +$71.7K +561 +12%
AWM
617
Avior Wealth Management
Nebraska
$657K -$6.39K -50 -1%
BJL
618
Brighton Jones LLC
Washington
$650K +$657K +5,139 New
VT
619
Vise Technologies
New York
$648K – – –
IWA
620
IBEX Wealth Advisors
New Jersey
$642K +$649K +5,076 New
WCA
621
Westover Capital Advisors
Delaware
$639K -$16.2K -127 -2%
PWM
622
Perigon Wealth Management
California
$637K +$82.2K +643 +15%
UFF
623
USA Financial Formulas
Michigan
$634K +$640K +5,007 New
SGAM
624
Smith Group Asset Management
Texas
$633K – – –
VWA
625
VERITY Wealth Advisors
United States
$628K – – –