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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
DS
626
DRW Securities
Illinois
$538K -$178K -1,484 -26%
EAM
627
Empirical Asset Management
Massachusetts
$537K -$718 -6 -0.1%
SWRP
628
Summit Wealth & Retirement Planning
California
$537K -$16.2K -135 -3%
BPA
629
Beacon Pointe Advisors
California
$535K +$99.6K +832 +25%
CCA
630
Checchi Capital Advisers
California
$533K -$2.63K -22 -0.5%
TCOTS
631
Trust Company of the South
North Carolina
$531K – – –
EI
632
Ellevest Inc
New York
$529K +$107K +896 +28%
VFA
633
Valeo Financial Advisors
Indiana
$528K +$70.5K +589 +17%
CLA
634
Carnegie Lake Advisors
New Jersey
$522K -$16.3K -136 -3%
KCP
635
Kera Capital Partners
California
$520K +$199K +1,664 +72%
SFI
636
Siemens Fonds Invest
Germany
$519K – – –
LIM
637
Longfellow Investment Management
Massachusetts
$516K – – –
EDRH
638
Edmond de Rothschild Holding
Switzerland
$516K +$479K +4,000 New
GS
639
GTS Securities
Florida
$516K +$479K +3,998 New
EAM
640
Evanson Asset Management
California
$513K – – –
AIA
641
Affinity Investment Advisors
California
$512K – – –
OIA
642
OneDigital Investment Advisors
Kansas
$511K -$4.79K -40 -1%
SWP
643
Sagespring Wealth Partners
Tennessee
$510K +$72.8K +608 +18%
CNBT
644
Canandaigua National Bank & Trust
New York
$509K – – –
BP
645
BBR Partners
New York
$503K – – –
PA
646
Parallel Advisors
California
$503K +$50.4K +421 +12%
AWP
647
Ascent Wealth Partners
New York
$503K – – –
ESB
648
Essex Savings Bank
Connecticut
$501K +$22.2K +185 +5%
TE
649
Tema ETFs
New York
$497K -$958 -8 -0.2%
FPAS
650
Focus Partners Advisor Solutions
Missouri
$492K -$98.7K -824 -18%
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