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State Street
STT

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