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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
626
Empirical Asset Management
Massachusetts
$537K -$718 -6 -0.1%
SWRP
627
Summit Wealth & Retirement Planning
California
$537K -$16.2K -135 -3%
BPA
628
Beacon Pointe Advisors
California
$535K +$99.6K +832 +25%
CCA
629
Checchi Capital Advisers
California
$533K -$2.63K -22 -0.5%
TCOTS
630
Trust Company of the South
North Carolina
$531K – – –
EI
631
Ellevest Inc
New York
$529K +$107K +896 +28%
VFA
632
Valeo Financial Advisors
Indiana
$528K +$70.5K +589 +17%
CLA
633
Carnegie Lake Advisors
New Jersey
$522K -$16.3K -136 -3%
KCP
634
Kera Capital Partners
California
$520K +$199K +1,664 +72%
SFI
635
Siemens Fonds Invest
Germany
$519K – – –
LIM
636
Longfellow Investment Management
Massachusetts
$516K – – –
EDRH
637
Edmond de Rothschild Holding
Switzerland
$516K +$479K +4,000 New
GS
638
GTS Securities
Florida
$516K +$479K +3,998 New
EAM
639
Evanson Asset Management
California
$513K – – –
AIA
640
Affinity Investment Advisors
California
$512K – – –
OIA
641
OneDigital Investment Advisors
Kansas
$511K -$4.79K -40 -1%
SWP
642
Sagespring Wealth Partners
Tennessee
$510K +$72.8K +608 +18%
CNBT
643
Canandaigua National Bank & Trust
New York
$509K – – –
BP
644
BBR Partners
New York
$503K – – –
PA
645
Parallel Advisors
California
$503K +$50.4K +421 +12%
AWP
646
Ascent Wealth Partners
New York
$503K – – –
ESB
647
Essex Savings Bank
Connecticut
$501K +$22.2K +185 +5%
TE
648
Tema ETFs
New York
$497K -$958 -8 -0.2%
FPAS
649
Focus Partners Advisor Solutions
Missouri
$492K -$98.7K -824 -18%
SAI
650
Systematic Alpha Investments
New Jersey
$490K – – –
24 25
26
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