We are live on ! Find out more
STT icon

State Street

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
626
Personal Capital Advisors
California
$209K +$235K +3,435 New
FBA
627
Front Barnett Associates
Illinois
$207K – – –
BTWM
628
Baker Tilly Wealth Management
Wisconsin
$206K -$20.9K -306 -8%
DU
629
Delphia (USA)
Ontario, Canada
$203K -$75.6K -1,106 -25%
UB
630
UMB Bank
Missouri
$203K -$40K -585 -15%
BFM
631
Boston Financial Management
Massachusetts
$203K -$2.39K -35 -1%
ST
632
Spinnaker Trust
Maine
$203K – – –
MSFS
633
Main Street Financial Solutions
Pennsylvania
$203K +$2.53K +37 +1%
PWLP
634
Prio Wealth Limited Partnership
Massachusetts
$202K – – –
PTC
635
Private Trust Company
Ohio
$195K -$13.3K -194 -6%
DZ Bank
636
DZ Bank
Germany
$193K -$860K -12,580 -80%
JWM
637
Janiczek Wealth Management
Colorado
$185K +$28.6K +418 +16%
WB
638
Webster Bank
Connecticut
$182K – – –
O
639
Ossiam
France
$181K +$203K +2,971 New
AG
640
AIA Group
Hong Kong
$179K -$124K -1,811 -38%
TAIM
641
TD Ameritrade Investment Management
Nebraska
$179K -$85.4K -1,250 -30%
BAM
642
Belpointe Asset Management
Nevada
$177K +$32.1K +469 +19%
CT
643
Clearstead Trust
Maine
$174K +$196K +2,862 New
PA
644
Parallel Advisors
California
$164K +$56.6K +828 +44%
SSG
645
Summit Securities Group
New York
$159K +$113K +1,648 +170%
BCV
646
Banque Cantonale Vaudoise
Switzerland
$158K – – –
BG
647
Bollard Group
Massachusetts
$155K +$1.57K +23 +0.9%
HCM
648
Highlander Capital Management
New Jersey
$147K +$273 +4 +0.2%
WFA
649
Wipfli Financial Advisors
Wisconsin
$147K +$164K +2,393 New
FHA
650
First Horizon Advisors
Tennessee
$142K -$13.8K -202 -8%