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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
PA
651
Parallel Advisors
California
$147K -$100K -1,479 -42%
BAM
652
Belpointe Asset Management
Nevada
$144K +$134K +1,981 New
FHA
653
First Horizon Advisors
Tennessee
$142K -$11.9K -175 -8%
HBT
654
Hills Bank & Trust
Iowa
$141K
BCA
655
Berman Capital Advisors
Georgia
$129K +$13.8K +204 +13%
MCM
656
Manchester Capital Management
Vermont
$127K +$5.77K +85 +5%
FPS
657
Fieldpoint Private Securities
Connecticut
$123K +$115K +1,687 New
BCA
658
Bray Capital Advisors
Florida
$121K -$53.1K -782 -32%
PFGIA
659
Patriot Financial Group Insurance Agency
Massachusetts
$119K +$543 +8 +0.5%
TCOV
660
Trust Company of Vermont
Vermont
$118K -$11.5K -170 -9%
MAM
661
Meeder Asset Management
Ohio
$116K -$1.65M -24,306 -94%
FMLI
662
Fukoku Mutual Life Insurance
Japan
$116K
ACA
663
Atlas Capital Advisors
Wyoming
$110K +$102K +1,505 New
LS
664
Leelyn Smith
Illinois
$109K
CTC
665
Central Trust Company
Missouri
$108K -$3.39K -50 -3%
PB
666
Pinnacle Bancorp
Nebraska
$107K
Carson Wealth (CWM LLC)
667
Carson Wealth (CWM LLC)
Nebraska
$106K
EI
668
Ellevest Inc
New York
$105K -$1.97K -29 -2%
RPWA
669
Regent Peak Wealth Advisors
Georgia
$105K +$97.5K +1,437 New
TF
670
Tompkins Financial
New York
$103K
ECM
671
Estabrook Capital Management
New York
$97.5K
HCP
672
Hexagon Capital Partners
Arkansas
$95K
FA
673
Fortis Advisors
Pennsylvania
$93K +$679 +10 +0.8%
GLLW
674
Graves Light Lenhart Wealth
Virginia
$92K +$85.9K +1,266 New
PCG
675
Private Capital Group
Connecticut
$91K +$47.9K +706 +133%