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State Street
STT

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