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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
651
Beaumont Financial Advisors
Massachusetts
$258K -$2.3K -33 -1%
ICM
652
IMS Capital Management
Oregon
$254K +$228K +3,275 New
LSAG
653
Lake Street Advisors Group
New Hampshire
$254K +$226K +3,246 New
VFA
654
Voya Financial Advisors
Connecticut
$253K -$1.39K -20 -0.6%
CI
655
Cigna Investments
Connecticut
$252K -$14.4K -207 -6%
CA
656
Cetera Advisors
Colorado
$252K +$227K +3,251 New
ZF
657
Zhang Financial
Michigan
$252K +$5.16K +74 +2%
BMWM
658
Brown Miller Wealth Management
Virginia
$251K -$27.3K -392 -11%
TSWM
659
Triangle Securities Wealth Management
North Carolina
$249K – – –
RFC
660
Regions Financial Corp
Alabama
$249K +$488 +7 +0.2%
VA
661
Vident Advisory
Georgia
$249K +$224K +3,209 New
PWM
662
Perigon Wealth Management
California
$247K -$1.11K -16 -0.5%
BC
663
Bridgefront Capital
Texas
$246K +$222K +3,181 New
PTC
664
Private Trust Company
Ohio
$246K +$1.25K +18 +0.6%
VH
665
Visionary Horizons
Tennessee
$245K +$221K +3,165 New
SRL
666
Scientech Research LLC
New Jersey
$242K +$218K +3,127 New
PWLP
667
Prio Wealth Limited Partnership
Massachusetts
$242K +$218K +3,125 New
FM
668
Foster & Motley
Ohio
$242K +$218K +3,121 New
MNBTD
669
Moody National Bank Trust Division
Texas
$242K -$172K -2,466 -44%
N
670
Numerai
California
$241K -$1.71M -24,471 -89%
AEPWM
671
Atlantic Edge Private Wealth Management
Florida
$240K +$216K +3,103 New
CCFCSB
672
Cape Cod Five Cents Savings Bank
Massachusetts
$238K -$215K -3,088 -50%
QI
673
Qtron Investments
Massachusetts
$237K – – –
NRD
674
Nebula Research & Development
New York
$234K -$253K -3,626 -55%
SGI
675
Summit Global Investments
Utah
$234K +$210K +3,016 New
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