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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
626
WhitTier Trust Company
Nevada
$295K – – –
GIA
627
Gateway Investment Advisers
Ohio
$294K -$8.11K -86 -3%
BFM
628
Boothbay Fund Management
New York
$293K -$6.5K -69 -2%
PA
629
Parallel Advisors
California
$293K +$46.8K +496 +19%
LOAMS
630
Lombard Odier Asset Management (Switzerland)
Switzerland
$292K +$296K +3,142 New
GWM
631
Geneos Wealth Management
Colorado
$291K +$26.9K +285 +10%
PAMG
632
Patton Albertson Miller Group
Tennessee
$290K +$53.8K +571 +22%
HT
633
Heritage Trust
Oklahoma
$289K -$8.95K -95 -3%
NC
634
NinePointTwo Capital
California
$288K +$293K +3,106 New
BCM
635
Becker Capital Management
Oregon
$287K -$1.43M -15,192 -83%
ZF
636
Zhang Financial
Michigan
$284K +$943 +10 +0.3%
PCP
637
Proficio Capital Partners
Massachusetts
$283K +$2.54K +27 +0.9%
SC
638
Savant Capital
Illinois
$282K +$34.1K +362 +14%
CCM
639
Cohen Capital Management
California
$279K – – –
WB
640
Webster Bank
Connecticut
$279K – – –
RIG
641
Roosevelt Investment Group
New York
$279K +$283K +3,000 New
RCAG
642
Rehmann Capital Advisory Group
Michigan
$279K -$18.4K -195 -6%
SWK
643
Stephen W. Kidder
$276K -$58.9K -625 -17%
ESCM
644
Echo Street Capital Management
New York
$272K -$213K -2,256 -44%
JCM
645
Jacobi Capital Management
Pennsylvania
$272K +$22.1K +234 +9%
BWA
646
Burt Wealth Advisors
Maryland
$270K – – –
SIA
647
Schechter Investment Advisors
Michigan
$269K +$272K +2,890 New
BFO
648
Boston Family Office
Massachusetts
$268K +$15.1K +160 +6%
MSFS
649
Main Street Financial Solutions
Pennsylvania
$267K +$7.92K +84 +3%
CA
650
Cornerstone Advisory
Maryland
$267K +$271K +2,874 New
24 25
26
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