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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
651
Savant Capital
Illinois
$214K +$929 +11 +0.4%
IWC
652
Integrated Wealth Concepts
Massachusetts
$212K +$169 +2 +0.1%
TI
653
Tidal Investments
Wisconsin
$212K +$217K +2,573 New
DP
654
Dearborn Partners
Illinois
$211K – – –
MAM
655
MMA Asset Management
Pennsylvania
$211K +$11.7K +139 +6%
BHWM
656
Bar Harbor Wealth Management
New Hampshire
$210K -$4.3K -51 -2%
FCH
657
Freestone Capital Holdings
Washington
$209K -$12.3K -146 -5%
EI
658
Ellevest Inc
New York
$209K +$39.1K +463 +22%
FMWA
659
Forvis Mazars Wealth Advisors
Missouri
$209K +$214K +2,540 New
PCM
660
Parsons Capital Management
Rhode Island
$206K – – –
FDCDDQ
661
Federation des caisses Desjardins du Quebec
Quebec, Canada
$206K – – –
BG
662
Bollard Group
Massachusetts
$202K +$1.27K +15 +0.6%
BFM
663
Boothbay Fund Management
New York
$202K +$207K +2,453 New
HCM
664
Highlander Capital Management
New Jersey
$198K +$253 +3 +0.1%
JCM
665
Jacobi Capital Management
Pennsylvania
$194K +$9.54K +113 +5%
DSC
666
Duncker Streett & Co
Missouri
$189K – – –
JWM
667
Janiczek Wealth Management
Colorado
$186K +$95.6K +1,133 +101%
SBL
668
Sargent Bickham Lagudis
Colorado
$185K – – –
BCA
669
Berman Capital Advisors
Georgia
$183K +$21.7K +257 +13%
SLF
670
Sun Life Financial
Ontario, Canada
$174K -$22.7K -269 -11%
FHA
671
First Horizon Advisors
Tennessee
$160K – – –
FMT
672
First Mercantile Trust
Tennessee
$159K -$20.9K -248 -11%
PA
673
Parallel Advisors
California
$159K +$46.4K +550 +40%
MAM
674
Meeder Asset Management
Ohio
$153K -$267K -3,160 -63%
TCOV
675
Trust Company of Vermont
Vermont
$153K +$19.8K +235 +14%
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