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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
676
Stratos Wealth Partners
Ohio
$226K +$6.99K +83 +3%
BWA
677
Burt Wealth Advisors
Maryland
$226K – – –
PCMC
678
Paragon Capital Management (Colorado)
Colorado
$225K -$1.18K -14 -0.5%
HWM
679
HB Wealth Management
Georgia
$224K -$23.5K -279 -9%
CT
680
Clearstead Trust
Maine
$220K +$1.77K +21 +0.7%
CFO
681
Collective Family Office
Pennsylvania
$219K +$244K +2,899 New
AUB
682
Atlantic Union Bankshares
Virginia
$217K +$242K +2,870 New
BBA
683
BLB&B Advisors
Pennsylvania
$214K -$18.4K -218 -7%
SWK
684
Stephen W. Kidder
$214K -$4.21K -50 -2%
FA
685
Financial Advisors
Massachusetts
$213K – – –
CCIA
686
Campbell & Co Investment Adviser
Maryland
$212K +$236K +2,804 New
VSQM
687
V-Square Quantitative Management
Illinois
$212K +$236K +2,800 New
RC
688
Rovin Capital
Arizona
$211K -$79.6K -945 -25%
BFM
689
Boston Financial Management
Massachusetts
$210K +$234K +2,777 New
PWPS
690
Pinnacle Wealth Planning Services
Ohio
$209K +$842 +10 +0.4%
BAM
691
Blueshift Asset Management
New Jersey
$207K +$231K +2,737 New
FMII
692
Farmers & Merchants Investments Inc
Nebraska
$207K -$211K -2,500 -48%
KPWS
693
Kestra Private Wealth Services
Texas
$204K +$227K +2,694 New
HTC
694
Haverford Trust Company
Pennsylvania
$204K +$227K +2,691 New
MWM
695
Modera Wealth Management
New Jersey
$204K – – –
PCS
696
Personal CFO Solutions
New Jersey
$203K +$226K +2,682 New
PWM
697
Peterson Wealth Management
Nevada
$202K -$3.37K -40 -1%
FA
698
FDx Advisors
Illinois
$202K – – –
PTC
699
Philadelphia Trust Company
Pennsylvania
$201K – – –
CK
700
Cohen Klingenstein
New York
$201K – – –
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