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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
651
Pallas Capital Advisors
Massachusetts
$244K +$216K +2,894 New
OWA
652
One Wealth Advisors
California
$243K -$178K -2,386 -43%
AIP
653
Ameritas Investment Partners
Nebraska
$243K -$10.8K -145 -4%
EFS
654
Essex Financial Services
Connecticut
$242K +$232K +3,114 New
ZF
655
Zhang Financial
Michigan
$240K – – –
BMWM
656
Brown Miller Wealth Management
Virginia
$240K – – –
SCA
657
Snowden Capital Advisors
New York
$236K +$1.86K +25 +0.8%
CI
658
Cigna Investments
Connecticut
$236K – – –
AEPWM
659
Atlantic Edge Private Wealth Management
Florida
$236K +$6.33K +85 +3%
VFA
660
Voya Financial Advisors
Connecticut
$235K -$1.64K -22 -0.7%
JWS
661
Juncture Wealth Strategies
Arizona
$234K +$236K +3,168 New
DTL
662
Dynamic Technology Lab
Singapore
$234K +$235K +3,159 New
PTC
663
Private Trust Company
Ohio
$234K – – –
PWM
664
Perigon Wealth Management
California
$233K -$8.2K -110 -3%
MWM
665
Modera Wealth Management
New Jersey
$232K +$149 +2 +0.1%
FM
666
Foster & Motley
Ohio
$231K – – –
CIP
667
Capital Insight Partners
Arizona
$230K -$86.9K -1,166 -27%
ANTB
668
AMG National Trust Bank
Colorado
$229K – – –
BWA
669
Burt Wealth Advisors
Maryland
$229K -$22.4K -300 -9%
DTC
670
Davidson Trust Company
Washington
$227K -$2.98K -40 -1%
KPWS
671
Kestra Private Wealth Services
Texas
$226K -$4.84K -65 -2%
CC
672
Centiva Capital
New York
$225K -$54.3K -729 -19%
CT
673
Clearstead Trust
Maine
$224K +$1.94K +26 +0.9%
BSI
674
Bennett Selby Investments
Maine
$223K -$184K -2,462 -45%
SFA
675
Sequoia Financial Advisors
Ohio
$223K +$14.7K +197 +7%
25 26
27
28 29