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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
626
Cohen Capital Management
California
$247K
WB
627
Webster Bank
Connecticut
$247K
CGL
628
Clarius Group LLC
Washington
$246K +$3.63K +43 +1%
PCP
629
Proficio Capital Partners
Massachusetts
$242K -$675 -8 -0.3%
BWA
630
Burt Wealth Advisors
Maryland
$239K
GWM
631
Geneos Wealth Management
Colorado
$239K +$422 +5 +0.2%
BDF
632
Balasa Dinverno & Foltz
$237K +$5.32K +63 +2%
DWP
633
Destiny Wealth Partners
Florida
$237K +$243K +2,880 New
CG
634
Cutler Group
California
$236K +$243K +2,880 New
TI
635
Truehand Inc
New Hampshire
$234K
FA
636
Financial Advisors
Massachusetts
$232K
BFO
637
Boston Family Office
Massachusetts
$228K
DTC
638
Davidson Trust Company
Washington
$226K -$14.3K -169 -6%
VFA
639
Voya Financial Advisors
Connecticut
$224K -$483K -5,717 -68%
ABTD
640
Arvest Bank Trust Division
Oklahoma
$224K +$230K +2,723 New
NICM
641
Neo Ivy Capital Management
New York
$221K +$110K +1,308 +95%
OPS
642
Orion Portfolio Solutions
Nebraska
$221K +$227K +2,690 New
JWBC
643
J.W. Burns & Co
New York
$220K
PFO
644
Pathstone Family Office
New Jersey
$220K +$224K +2,656 New
MSFS
645
Main Street Financial Solutions
Pennsylvania
$219K -$9.96K -118 -4%
JIC
646
Johnson Investment Counsel
Ohio
$219K
LSAG
647
Lake Street Advisors Group
New Hampshire
$218K +$201K +2,382 New
VI
648
Versor Investments
New York
$216K +$221K +2,621 New
TMAM
649
Tokio Marine Asset Management
Japan
$215K -$44.4K -526 -17%
OPWM
650
Oxinas Partners Wealth Management
Indiana
$215K +$220K +2,609 New