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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
676
Pallas Capital Advisors
Massachusetts
$256K -$9.23K -112 -4%
PWLP
677
Prio Wealth Limited Partnership
Massachusetts
$254K – – –
CWP
678
Capital Wealth Planning
Florida
$252K – – –
EFS
679
Essex Financial Services
Connecticut
$250K -$27K -328 -11%
WB
680
Webster Bank
Connecticut
$250K – – –
FA
681
Financial Advisors
Massachusetts
$249K – – –
WA
682
Waverly Advisors
Alabama
$249K -$4.95K -60 -2%
MAM
683
Mystic Asset Management
Rhode Island
$248K – – –
AP
684
Adero Partners
California
$248K +$231K +2,800 New
CFO
685
Callan Family Office
Pennsylvania
$243K +$226K +2,744 New
RFC
686
Regions Financial Corp
Alabama
$242K -$14.3K -174 -6%
PWPS
687
Pinnacle Wealth Planning Services
Ohio
$242K -$1.15K -14 -0.5%
BG
688
Bollard Group
Massachusetts
$242K +$2.06K +25 +0.9%
SI
689
Stephens Inc
Arkansas
$241K -$3.13K -38 -1%
FMII
690
Farmers & Merchants Investments Inc
Nebraska
$241K -$412 -5 -0.2%
DJSG
691
D.J. St. Germain
Massachusetts
$238K – – –
CIC
692
Carnegie Investment Counsel
Ohio
$237K +$221K +2,680 New
KIA
693
KCM Investment Advisors
California
$234K -$10.8K -131 -5%
CK
694
Cohen Klingenstein
New York
$234K +$219K +2,650 New
PI
695
PEAK6 Investments
Illinois
$233K -$94.4K -1,145 -30%
SA
696
SpiderRock Advisors
Delaware
$232K -$130K -1,577 -38%
DTC
697
Davidson Trust Company
Washington
$231K -$37.2K -451 -15%
PCIA
698
Prime Capital Investment Advisors
Kansas
$230K -$20.4K -247 -9%
CA
699
Cornerstone Advisory
Maryland
$227K +$212K +2,567 New
SP
700
Stablepoint Partners
Massachusetts
$226K +$210K +2,552 New
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