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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
626
Tidal Investments
Wisconsin
$256K +$38.9K +447 +17%
PCP
627
Proficio Capital Partners
Massachusetts
$255K +$6.87K +79 +3%
CCM
628
Cohen Capital Management
California
$254K – – –
WB
629
Webster Bank
Connecticut
$254K – – –
PFO
630
Pathstone Family Office
New Jersey
$251K +$25.6K +294 +11%
DCM
631
Dupont Capital Management
Delaware
$250K -$247K -2,845 -49%
BDF
632
Balasa Dinverno & Foltz
$250K +$6.7K +77 +3%
TAM
633
Tocqueville Asset Management
New York
$249K -$852K -9,792 -77%
VFA
634
Voya Financial Advisors
Connecticut
$249K +$13.7K +157 +6%
BWA
635
Burt Wealth Advisors
Maryland
$246K – – –
GWM
636
Geneos Wealth Management
Colorado
$245K – – –
MNBTD
637
Moody National Bank Trust Division
Texas
$243K +$250K +2,873 New
TI
638
Truehand Inc
New Hampshire
$241K – – –
FA
639
Financial Advisors
Massachusetts
$239K – – –
CB
640
Community Bank
New York
$236K -$21.7K -250 -8%
MSFS
641
Main Street Financial Solutions
Pennsylvania
$236K +$11.3K +130 +5%
DTC
642
Davidson Trust Company
Washington
$232K – – –
BFO
643
Boston Family Office
Massachusetts
$231K -$4.7K -54 -2%
JIC
644
Johnson Investment Counsel
Ohio
$230K +$4K +46 +2%
ER
645
Enlightenment Research
Florida
$229K +$235K +2,700 New
FPS
646
Fieldpoint Private Securities
Connecticut
$228K -$7.65K -88 -3%
ABTD
647
Arvest Bank Trust Division
Oklahoma
$228K -$2.87K -33 -1%
FMWA
648
Forvis Mazars Wealth Advisors
Missouri
$228K +$13K +149 +6%
JCM
649
Jacobi Capital Management
Pennsylvania
$228K +$28.4K +327 +14%
JWBC
650
J.W. Burns & Co
New York
$227K – – –
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