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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
PA
676
Parallel Advisors
California
$159K +$46.4K +550 +40%
MAM
677
Meeder Asset Management
Ohio
$153K -$267K -3,160 -63%
TCOV
678
Trust Company of Vermont
Vermont
$153K +$19.8K +235 +14%
QCG
679
Quadrant Capital Group
Ohio
$150K +$13.5K +160 +10%
BAM
680
Belpointe Asset Management
Nevada
$149K +$1.69K +20 +1%
HBT
681
Hills Bank & Trust
Iowa
$148K – – –
MCM
682
Manchester Capital Management
Vermont
$142K – – –
KLWA
683
Kelly Lawrence W & Associates
California
$140K – – –
LC
684
Lindbrook Capital
California
$140K +$90.6K +1,073 +172%
PFGIA
685
Patriot Financial Group Insurance Agency
Massachusetts
$136K +$506 +6 +0.4%
FMLI
686
Fukoku Mutual Life Insurance
Japan
$132K – – –
PB
687
Pinnacle Bancorp
Nebraska
$131K – – –
LS
688
Leelyn Smith
Illinois
$123K – – –
VRM
689
Vectors Research Management
New York
$119K – – –
BCA
690
Bray Capital Advisors
Florida
$112K -$25.3K -300 -18%
HI
691
Harbour Investments
Wisconsin
$111K -$13.4K -159 -11%
ECM
692
Estabrook Capital Management
New York
$110K – – –
HCP
693
Hexagon Capital Partners
Arkansas
$108K +$2.95K +35 +3%
CTC
694
Central Trust Company
Missouri
$107K +$14.8K +175 +15%
Carson Wealth (CWM LLC)
695
Carson Wealth (CWM LLC)
Nebraska
$106K – – –
FA
696
Fortis Advisors
Pennsylvania
$106K +$675 +8 +0.6%
GLLW
697
Graves Light Lenhart Wealth
Virginia
$104K – – –
WT
698
Whittier Trust
California
$103K -$11K -130 -9%
SWM
699
Spire Wealth Management
Virginia
$95K +$22K +261 +29%
T
700
TOBAM
France
$94K – – –