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State Street

STT

Market cap $48.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
626	CB 626 Community Bank Dewitt, New York	$250K	–	–	–
627	ZF 627 Zhang Financial Portage, Michigan	$250K	–	–	–
628	DMBA 628 Deseret Mutual Benefit Administrators Salt Lake City, Utah	$249K	+$256K	+3,029	New
629	CCM 629 Cohen Capital Management Corte Madera, California	$247K	–	–	–
630	WB 630 Webster Bank Waterbury, Connecticut	$247K	–	–	–
631	CGL 631 Clarius Group LLC Seattle, Washington	$246K	+$3.63K	+43	+1%
632	PCP 632 Proficio Capital Partners Newton, Massachusetts	$242K	-$675	-8	-0.3%
633	BWA 633 Burt Wealth Advisors North Bethesda, Maryland	$239K	–	–	–
634	GWM 634 Geneos Wealth Management Englewood, Colorado	$239K	+$422	+5	+0.2%
635	BDF 635 Balasa Dinverno & Foltz	$237K	+$5.32K	+63	+2%
636	DWP 636 Destiny Wealth Partners Tavares, Florida	$237K	+$243K	+2,880	New
637	CG 637 Cutler Group San Francisco, California	$236K	+$243K	+2,880	New
638	TI 638 Truehand Inc Strafford, New Hampshire	$234K	–	–	–
639	FA 639 Financial Advisors Andover, Massachusetts	$232K	–	–	–
640	BFO 640 Boston Family Office Boston, Massachusetts	$228K	–	–	–
641	DTC 641 Davidson Trust Company Seattle, Washington	$226K	-$14.3K	-169	-6%
642	VFA 642 Voya Financial Advisors Windsor, Connecticut	$224K	-$483K	-5,717	-68%
643	ABTD 643 Arvest Bank Trust Division Dewey, Oklahoma	$224K	+$230K	+2,723	New
644	NICM 644 Neo Ivy Capital Management New York	$221K	+$110K	+1,308	+95%
645	OPS 645 Orion Portfolio Solutions Omaha, Nebraska	$221K	+$227K	+2,690	New
646	JWBC 646 J.W. Burns & Co Dewitt, New York	$220K	–	–	–
647	PFO 647 Pathstone Family Office Englewood, New Jersey	$220K	+$224K	+2,656	New
648	MSFS 648 Main Street Financial Solutions Newtown, Pennsylvania	$219K	-$9.96K	-118	-4%
649	JIC 649 Johnson Investment Counsel Cincinnati, Ohio	$219K	–	–	–
650	LSAG 650 Lake Street Advisors Group Portsmouth, New Hampshire	$218K	+$201K	+2,382	New

State Street STT Market cap $48.1B

State Street

STT

Market cap $48.1B