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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
SFI
676
Siemens Fonds Invest
Germany
$706K +$15.4K +100 +2%
Verition Fund Management
677
Verition Fund Management
Connecticut
$706K -$45.3K -294 -7%
TE
678
Tema ETFs
New York
$705K +$44.7K +290 +7%
C
679
Certuity
Florida
$704K +$56.3K +365 +10%
SCA
680
Stokes Capital Advisors
South Carolina
$700K +$162K +1,050 +34%
TCOTS
681
Trust Company of the South
North Carolina
$698K
AWP
682
Ascent Wealth Partners
New York
$696K
TWIM
683
TIAA Wealth Investment Management
New York
$690K -$16.5K -107 -3%
BB
684
Busey Bank
Illinois
$689K -$45.2K -293 -7%
SWRP
685
Summit Wealth & Retirement Planning
California
$682K -$21.1K -137 -3%
EDRH
686
Edmond de Rothschild Holding
Switzerland
$678K
EF
687
Evanson Financial
Virginia
$674K +$613K +3,975 New
MAM
688
MWA Asset Management
Massachusetts
$672K -$7.56K -49 -1%
CNBT
689
Canandaigua National Bank & Trust
New York
$669K +$609K +3,947 New
VFA
690
Valeo Financial Advisors
Indiana
$662K +$46.1K +299 +8%
BP
691
BBR Partners
New York
$661K
ESB
692
Essex Savings Bank
Connecticut
$659K
GLR
693
Great Lakes Retirement
Ohio
$653K -$1.39K -9 -0.2%
EC
694
EntryPoint Capital
New York
$653K +$594K +3,851 New
SAI
695
Systematic Alpha Investments
New Jersey
$644K
FTWA
696
Fifth Third Wealth Advisors
Ohio
$641K -$16.8K -109 -3%
CSC
697
Caldwell Sutter Capital
California
$636K
RWP
698
RWA Wealth Partners
Massachusetts
$635K -$16.5K -107 -3%
WSFS
699
Wilmington Savings Fund Society
Delaware
$634K -$319K -2,067 -36%
SAM
700
Sompo Asset Management
Japan
$631K