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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
626
Zhang Financial
Michigan
$232K +$1.58K +22 +0.7%
PTC
627
Private Trust Company
Ohio
$231K -$3.23K -45 -1%
PWM
628
Perigon Wealth Management
California
$231K +$227K +3,157 New
CCFCSB
629
Cape Cod Five Cents Savings Bank
Massachusetts
$231K -$24.1K -335 -10%
TSWM
630
Triangle Securities Wealth Management
North Carolina
$231K +$226K +3,150 New
NB
631
NBT Bank
New York
$230K -$2.88K -40 -1%
PWM
632
Peterson Wealth Management
Nevada
$228K +$32.6K +453 +17%
MWM
633
Modera Wealth Management
New Jersey
$228K +$31.1K +432 +16%
KPWS
634
Kestra Private Wealth Services
Texas
$228K +$30.2K +420 +16%
HT
635
Headlands Technologies
Illinois
$228K +$152K +2,114 +212%
AssetMark Inc
636
AssetMark Inc
California
$226K -$82K -1,140 -27%
EWA
637
EverSource Wealth Advisors
Alabama
$224K -$37K -515 -14%
PWLP
638
Prio Wealth Limited Partnership
Massachusetts
$221K
HAI
639
Hennessy Advisors Inc
California
$220K -$503K -7,000 -70%
CCM
640
Cohen Capital Management
California
$220K
BWA
641
Burt Wealth Advisors
Maryland
$219K
TBA
642
Tower Bridge Advisors
Pennsylvania
$218K -$395K -5,500 -65%
FDCDDQ
643
Federation des caisses Desjardins du Quebec
Quebec, Canada
$216K +$66.1K +919 +45%
PCM
644
Parsons Capital Management
Rhode Island
$216K +$212K +2,949 New
IAN
645
Integrated Advisors Network
Texas
$214K -$25.3K -352 -11%
VIA
646
Vident Investment Advisory
Georgia
$214K -$668K -9,286 -76%
CT
647
Clearstead Trust
Maine
$214K +$1.51K +21 +0.7%
SWP
648
Stratos Wealth Partners
Ohio
$214K -$5.03K -70 -2%
SFI
649
Siemens Fonds Invest
Germany
$213K -$16.8K -234 -7%
AG
650
Ascent Group
Virginia
$211K +$209K +2,905 New