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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
651
Jacobi Capital Management
Pennsylvania
$159K +$6.65K +98 +5%
FMT
652
First Mercantile Trust
Tennessee
$148K -$2.85K -42 -2%
PA
653
Parallel Advisors
California
$147K -$100K -1,479 -42%
BAM
654
Belpointe Asset Management
Nevada
$144K +$134K +1,981 New
FHA
655
First Horizon Advisors
Tennessee
$142K -$11.9K -175 -8%
HBT
656
Hills Bank & Trust
Iowa
$141K – – –
BCA
657
Berman Capital Advisors
Georgia
$129K +$13.8K +204 +13%
MCM
658
Manchester Capital Management
Vermont
$127K +$5.77K +85 +5%
FPS
659
Fieldpoint Private Securities
Connecticut
$123K +$115K +1,687 New
BCA
660
Bray Capital Advisors
Florida
$121K -$53.1K -782 -32%
PFGIA
661
Patriot Financial Group Insurance Agency
Massachusetts
$119K +$543 +8 +0.5%
TCOV
662
Trust Company of Vermont
Vermont
$118K -$11.5K -170 -9%
MAM
663
Meeder Asset Management
Ohio
$116K -$1.65M -24,306 -94%
FMLI
664
Fukoku Mutual Life Insurance
Japan
$116K – – –
ACA
665
Atlas Capital Advisors
Wyoming
$110K +$102K +1,505 New
LS
666
Leelyn Smith
Illinois
$109K – – –
CTC
667
Central Trust Company
Missouri
$108K -$3.39K -50 -3%
PB
668
Pinnacle Bancorp
Nebraska
$107K – – –
Carson Wealth (CWM LLC)
669
Carson Wealth (CWM LLC)
Nebraska
$106K – – –
EI
670
Ellevest Inc
New York
$105K -$1.97K -29 -2%
RPWA
671
Regent Peak Wealth Advisors
Georgia
$105K +$97.5K +1,437 New
TF
672
Tompkins Financial
New York
$103K – – –
ECM
673
Estabrook Capital Management
New York
$97.5K – – –
HCP
674
Hexagon Capital Partners
Arkansas
$95K – – –
FA
675
Fortis Advisors
Pennsylvania
$93K +$679 +10 +0.8%