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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
PT
626
Plimoth Trust
Massachusetts
$345K +$78.3K +950 +32%
MFIM
627
Mesirow Financial Investment Management
Illinois
$340K -$8.41K -102 -3%
SAI
628
Systematic Alpha Investments
New Jersey
$336K – – –
HAS
629
Horizon Advisory Services
New York
$335K -$6.18K -75 -2%
BL
630
BFSG LLC
California
$330K -$4.12K -50 -1%
BTI
631
Blue Trust Inc
Georgia
$329K +$131K +1,591 +56%
MIS
632
Morningstar Investment Services
Illinois
$328K +$30K +364 +11%
ESB
633
Essex Savings Bank
Connecticut
$327K – – –
PCMC
634
Paragon Capital Management (Colorado)
Colorado
$325K +$2.64K +32 +0.9%
CFM
635
Catalyst Funds Management
Australia
$318K +$297K +3,600 New
SFA
636
Sequoia Financial Advisors
Ohio
$314K +$43.6K +529 +18%
NSB
637
Norway Savings Bank
Maine
$312K -$20.6K -250 -7%
DFCM
638
Dark Forest Capital Management
Puerto Rico
$311K +$290K +3,518 New
HCMT
639
Highland Capital Management (Tennessee)
Tennessee
$310K – – –
EDRH
640
Edmond de Rothschild Holding
Switzerland
$310K -$74K -897 -20%
MIC
641
Means Investment Company
Maine
$309K – – –
EWA
642
EP Wealth Advisors
California
$308K +$287K +3,480 New
JWS
643
Juncture Wealth Strategies
Arizona
$307K +$24.7K +300 +9%
LSAG
644
Lake Street Advisors Group
New Hampshire
$302K +$7.92K +96 +3%
FFA
645
Farther Finance Advisors
California
$301K +$137K +1,656 +95%
FTWA
646
Fifth Third Wealth Advisors
Ohio
$300K +$3.13K +38 +1%
BFA
647
Beaumont Financial Advisors
Massachusetts
$299K – – –
GIA
648
GHP Investment Advisors
Colorado
$299K -$33.1K -402 -11%
RAM
649
Ramirez Asset Management
New York
$297K +$76.9K +933 +39%
SFI
650
Siemens Fonds Invest
Germany
$296K – – –
24 25
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