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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
676
Summit Global Investments
Utah
$234K +$210K +3,016 New
PFSC
677
Peoples Financial Services Corp
Pennsylvania
$234K – – –
CCM
678
Cohen Capital Management
California
$232K – – –
BWA
679
Burt Wealth Advisors
Maryland
$231K – – –
CGL
680
Clarius Group LLC
Washington
$231K -$16.6K -238 -7%
CT
681
Clearstead Trust
Maine
$231K +$2.02K +29 +1%
TBA
682
Tower Bridge Advisors
Pennsylvania
$230K +$207K +2,975 New
AG
683
Ascent Group
Virginia
$230K +$4.81K +69 +2%
SWP
684
Stratos Wealth Partners
Ohio
$228K -$3.56K -51 -2%
PCM
685
Parsons Capital Management
Rhode Island
$228K +$206K +2,949 New
UB
686
UMB Bank
Missouri
$228K +$837 +12 +0.4%
ILI
687
Invesco LLC (Illinois)
Illinois
$227K -$46.7K -670 -19%
KPWS
688
Kestra Private Wealth Services
Texas
$222K -$14K -201 -7%
WB
689
Webster Bank
Connecticut
$222K – – –
FRM
690
Fox Run Management
Connecticut
$221K -$1.2M -17,224 -86%
FA
691
Financial Advisors
Massachusetts
$218K +$197K +2,820 New
BTI
692
Blue Trust Inc
Georgia
$218K +$103K +1,475 +82%
PPWP
693
Premier Path Wealth Partners
New Jersey
$216K +$201K +2,890 New
LA
694
LM Advisors
California
$215K +$194K +2,777 New
FMII
695
Farmers & Merchants Investments Inc
Nebraska
$212K -$69.7K -1,000 -27%
PCIA
696
Prime Capital Investment Advisors
Kansas
$211K +$190K +2,722 New
PWPS
697
Pinnacle Wealth Planning Services
Ohio
$210K +$189K +2,713 New
RZH
698
Relyea Zuckerberg Hanson
Connecticut
$210K +$189K +2,705 New
EC
699
Elequin Capital
New York
$209K +$188K +2,697 New
DJSG
700
D.J. St. Germain
Massachusetts
$208K – – –
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