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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
676
Beaumont Financial Advisors
Massachusetts
$304K +$1.72K +18 +0.5%
BC
677
Bayforest Capital
United Kingdom
$304K +$162K +1,691 +99%
SFI
678
Siemens Fonds Invest
Germany
$303K +$3.25K +34 +1%
WA
679
Waverly Advisors
Alabama
$302K +$13.9K +145 +4%
RAM
680
Ramirez Asset Management
New York
$300K – – –
SC
681
Savant Capital
Illinois
$298K -$2.37M -24,839 -88%
EWA
682
EP Wealth Advisors
California
$297K +$955 +10 +0.3%
WS
683
Wedbush Securities
California
$296K +$49.4K +517 +19%
BWA
684
Burt Wealth Advisors
Maryland
$295K +$28.7K +300 +10%
BTI
685
Blue Trust Inc
Georgia
$295K +$8.41K +88 +3%
HDIM
686
Hanson & Doremus Investment Management
Vermont
$295K +$304K +3,180 +2,891%
PTC
687
Private Trust Company
Ohio
$291K +$10.4K +109 +3%
ZF
688
Zhang Financial
Michigan
$291K – – –
SA
689
Sovran Advisors
California
$290K +$138K +1,449 +68%
BMWM
690
Brown Miller Wealth Management
Virginia
$288K – – –
BFC
691
Blue Fin Capital
Rhode Island
$287K -$9.55K -100 -3%
PWM
692
Perigon Wealth Management
California
$286K +$6.69K +70 +2%
MWM
693
Modera Wealth Management
New Jersey
$281K -$6.3K -66 -2%
NP
694
NorthRock Partners
Minnesota
$281K -$30.3K -317 -9%
VFA
695
Valeo Financial Advisors
Indiana
$281K +$300K +3,138 New
AFG
696
Atomi Financial Group
New York
$280K -$22.4K -235 -7%
PHK
697
Point72 Hong Kong
Hong Kong
$278K -$8.78M -91,877 -97%
ANTB
698
AMG National Trust Bank
Colorado
$278K – – –
GCIA
699
Gabelli & Co Investment Advisers
New York
$278K – – –
CT
700
Clearstead Trust
Maine
$277K +$2.2K +23 +0.7%
26 27
28
29 30