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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
676
Waverly Advisors
Alabama
$317K +$39.3K +415 +15%
MWM
677
Modera Wealth Management
New Jersey
$315K +$7.67K +81 +3%
BTI
678
Blue Trust Inc
Georgia
$315K -$118K -1,245 -28%
GI
679
GAMMA Investing
California
$314K +$67.1K +709 +28%
PWM
680
Perigon Wealth Management
California
$314K -$568 -6 -0.2%
BFG
681
Beacon Financial Group
Texas
$311K – – –
PTC
682
Private Trust Company
Ohio
$309K – – –
CI
683
Cigna Investments
Connecticut
$308K – – –
CWM
684
Congress Wealth Management
Massachusetts
$307K +$297K +3,132 New
VT
685
Vise Technologies
New York
$307K +$297K +3,132 New
QIM
686
Quantitative Investment Management
Virginia
$306K +$296K +3,122 New
AEPWM
687
Atlantic Edge Private Wealth Management
Florida
$306K – – –
ANTB
688
AMG National Trust Bank
Colorado
$304K – – –
GCIA
689
Gabelli & Co Investment Advisers
New York
$304K +$294K +3,100 New
CT
690
Clearstead Trust
Maine
$301K +$2.27K +24 +0.8%
PPWP
691
Premier Path Wealth Partners
New Jersey
$301K +$5.59K +59 +2%
LSAG
692
Lake Street Advisors Group
New Hampshire
$301K -$32.6K -344 -10%
BJL
693
Brighton Jones LLC
Washington
$296K +$285K +3,012 New
BWA
694
Burt Wealth Advisors
Maryland
$294K -$8.33K -88 -3%
CCM
695
Cohen Capital Management
California
$294K – – –
BBA
696
Baader Bank Aktiengesellschaft
Germany
$293K +$1.99K +21 +0.7%
AG
697
AlTi Global
New York
$291K +$281K +2,970 New
SCM
698
Stevens Capital Management
Pennsylvania
$290K +$280K +2,959 New
IWM
699
IHT Wealth Management
Illinois
$289K -$113K -1,194 -29%
AP
700
Adero Partners
California
$285K +$9.47K +100 +4%
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