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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
626
Clarius Group LLC
Washington
$217K +$17.4K +246 +8%
HCMT
627
Highland Capital Management (Tennessee)
Tennessee
$216K
BFA
628
Beaumont Financial Advisors
Massachusetts
$216K +$283 +4 +0.1%
AMG
629
Advisors Management Group
Wisconsin
$216K +$248K +3,500 New
SF
630
Synovus Financial
Georgia
$215K +$26.7K +378 +12%
SS
631
Simplicity Solutions
Minnesota
$215K +$79.6K +1,125 +48%
PTC
632
Private Trust Company
Ohio
$210K -$37.1K -525 -13%
FBA
633
Front Barnett Associates
Illinois
$210K
BFM
634
Boston Financial Management
Massachusetts
$208K +$56K +792 +31%
CCM
635
Coldstream Capital Management
Washington
$206K -$10.5K -149 -4%
ST
636
Spinnaker Trust
Maine
$206K
PWLP
637
Prio Wealth Limited Partnership
Massachusetts
$205K -$16.4K -232 -7%
MWM
638
Modera Wealth Management
New Jersey
$204K -$3.75K -53 -2%
MSFS
639
Main Street Financial Solutions
Pennsylvania
$203K +$20.2K +285 +9%
KFS
640
Kurt F. Somerville
$202K -$19.5K -275 -8%
MIC
641
Means Investment Company
Maine
$201K +$1.56K +22 +0.7%
EI
642
Ellevest Inc
New York
$200K -$48.7K -688 -17%
WTC
643
WhitTier Trust Company
Nevada
$195K
GWM
644
Geneos Wealth Management
Colorado
$188K
WB
645
Webster Bank
Connecticut
$185K
JWM
646
Janiczek Wealth Management
Colorado
$184K +$41.5K +586 +29%
BCV
647
Banque Cantonale Vaudoise
Switzerland
$160K -$625K -8,833 -77%
IA
648
IFP Advisors
Florida
$155K
BG
649
Bollard Group
Massachusetts
$155K +$1.2K +17 +0.7%
FHA
650
First Horizon Advisors
Tennessee
$155K +$74.7K +1,056 +71%