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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
PSC
676
Portman Square Capital
United Kingdom
$263K +$252K +3,395 New
BWA
677
Burt Wealth Advisors
Maryland
$262K +$29.7K +400 +13%
LSAG
678
Lake Street Advisors Group
New Hampshire
$262K +$8.08K +109 +3%
MAM
679
Mystic Asset Management
Rhode Island
$259K +$248K +3,350 New
BFA
680
Beaumont Financial Advisors
Massachusetts
$257K – – –
MIS
681
Morningstar Investment Services
Illinois
$256K -$471K -6,355 -66%
PWM
682
Perigon Wealth Management
California
$252K +$5.56K +75 +2%
ZF
683
Zhang Financial
Michigan
$251K – – –
BMWM
684
Brown Miller Wealth Management
Virginia
$251K – – –
RZH
685
Relyea Zuckerberg Hanson
Connecticut
$251K +$39.8K +536 +20%
VFA
686
Voya Financial Advisors
Connecticut
$249K +$445 +6 +0.2%
FBC
687
Fairfield, Bush & Co
Connecticut
$248K -$14.8K -200 -6%
SCA
688
Snowden Capital Advisors
New York
$247K +$235K +3,165 New
CI
689
Cigna Investments
Connecticut
$246K -$5.56K -75 -2%
PTC
690
Private Trust Company
Ohio
$244K -$1.33K -18 -0.6%
MWM
691
Modera Wealth Management
New Jersey
$242K +$232K +3,127 New
KPWS
692
Kestra Private Wealth Services
Texas
$242K +$18.7K +252 +9%
FM
693
Foster & Motley
Ohio
$241K – – –
AEPWM
694
Atlantic Edge Private Wealth Management
Florida
$240K – – –
DTC
695
Davidson Trust Company
Washington
$240K +$34.6K +466 +18%
ANTB
696
AMG National Trust Bank
Colorado
$240K -$22.3K -300 -9%
RFC
697
Regions Financial Corp
Alabama
$239K -$8.31K -112 -3%
EI
698
Ellevest Inc
New York
$233K -$41.2K -555 -16%
LAM
699
L2 Asset Management
Massachusetts
$233K +$223K +3,008 New
CCFCSB
700
Cape Cod Five Cents Savings Bank
Massachusetts
$232K -$5.49K -74 -2%
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