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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
651
Tocqueville Asset Management
New York
$245K -$39.9K -535 -14%
PCA
652
Pallas Capital Advisors
Massachusetts
$244K +$216K +2,894 New
OWA
653
One Wealth Advisors
California
$243K -$178K -2,386 -43%
AIP
654
Ameritas Investment Partners
Nebraska
$243K -$10.8K -145 -4%
EFS
655
Essex Financial Services
Connecticut
$242K +$232K +3,114 New
ZF
656
Zhang Financial
Michigan
$240K – – –
BMWM
657
Brown Miller Wealth Management
Virginia
$240K – – –
SCA
658
Snowden Capital Advisors
New York
$236K +$1.86K +25 +0.8%
CI
659
Cigna Investments
Connecticut
$236K – – –
AEPWM
660
Atlantic Edge Private Wealth Management
Florida
$236K +$6.33K +85 +3%
VFA
661
Voya Financial Advisors
Connecticut
$235K -$1.64K -22 -0.7%
JWS
662
Juncture Wealth Strategies
Arizona
$234K +$236K +3,168 New
DTL
663
Dynamic Technology Lab
Singapore
$234K +$235K +3,159 New
PTC
664
Private Trust Company
Ohio
$234K – – –
PWM
665
Perigon Wealth Management
California
$233K -$8.2K -110 -3%
MWM
666
Modera Wealth Management
New Jersey
$232K +$149 +2 +0.1%
FM
667
Foster & Motley
Ohio
$231K – – –
CIP
668
Capital Insight Partners
Arizona
$230K -$86.9K -1,166 -27%
ANTB
669
AMG National Trust Bank
Colorado
$229K – – –
BWA
670
Burt Wealth Advisors
Maryland
$229K -$22.4K -300 -9%
DTC
671
Davidson Trust Company
Washington
$227K -$2.98K -40 -1%
KPWS
672
Kestra Private Wealth Services
Texas
$226K -$4.84K -65 -2%
CC
673
Centiva Capital
New York
$225K -$54.3K -729 -19%
CT
674
Clearstead Trust
Maine
$224K +$1.94K +26 +0.9%
BSI
675
Bennett Selby Investments
Maine
$223K -$184K -2,462 -45%
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