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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
ABTD
651
Arvest Bank Trust Division
Oklahoma
$228K -$2.87K -33 -1%
FMWA
652
Forvis Mazars Wealth Advisors
Missouri
$228K +$13K +149 +6%
JCM
653
Jacobi Capital Management
Pennsylvania
$228K +$28.4K +327 +14%
JWBC
654
J.W. Burns & Co
New York
$227K – – –
SC
655
Savant Capital
Illinois
$226K +$5.22K +60 +2%
PA
656
Parallel Advisors
California
$225K +$62.9K +723 +38%
IC
657
Intersect Capital
California
$224K -$72.5K -833 -24%
IWC
658
Integrated Wealth Concepts
Massachusetts
$224K +$6.18K +71 +3%
FHA
659
First Horizon Advisors
Tennessee
$223K +$60K +690 +35%
BCA
660
Berman Capital Advisors
Georgia
$222K +$35.5K +408 +18%
BFM
661
Boston Financial Management
Massachusetts
$222K +$228K +2,617 New
OPS
662
Orion Portfolio Solutions
Nebraska
$220K -$8.44K -97 -4%
DP
663
Dearborn Partners
Illinois
$217K – – –
MAM
664
MMA Asset Management
Pennsylvania
$217K – – –
PAMG
665
Patton Albertson Miller Group
Tennessee
$216K +$222K +2,547 New
BHWM
666
Bar Harbor Wealth Management
New Hampshire
$215K -$2.17K -25 -1%
CC
667
Constitution Capital
Connecticut
$212K +$217K +2,500 New
FDCDDQ
668
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212K – – –
PCM
669
Parsons Capital Management
Rhode Island
$210K -$1.3K -15 -0.6%
BG
670
Bollard Group
Massachusetts
$210K +$1.3K +15 +0.6%
PCMC
671
Paragon Capital Management (Colorado)
Colorado
$207K +$213K +2,444 New
HFAS
672
Hummer Financial Advisory Services
Illinois
$205K +$209K +2,400 New
HCM
673
Highlander Capital Management
New Jersey
$204K +$261 +3 +0.1%
SCM
674
Shelton Capital Management
Colorado
$204K +$209K +2,406 New
HI
675
Horizon Investments
North Carolina
$203K +$208K +2,396 New
25 26
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