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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
GCIA
676
Gabelli & Co Investment Advisers
New York
$330K – – –
MOS
677
MGO One Seven
Ohio
$323K +$281K +3,035 New
CCM
678
Cohen Capital Management
California
$319K – – –
KCM
679
Kathmere Capital Management
Pennsylvania
$318K +$276K +2,988 New
AF
680
Allworth Financial
California
$318K +$44K +476 +19%
EFS
681
Essex Financial Services
Connecticut
$318K -$2.13K -23 -0.8%
AFG
682
Atomi Financial Group
New York
$317K -$13.6K -147 -5%
ECM
683
Eisler Capital Management
United Kingdom
$317K -$948K -10,247 -77%
IC
684
Inscription Capital
Texas
$316K +$274K +2,967 New
BG
685
Bollard Group
Massachusetts
$313K +$15.4K +167 +6%
PPWP
686
Premier Path Wealth Partners
New Jersey
$311K -$10.6K -115 -4%
SA
687
Sovran Advisors
California
$310K -$67.1K -725 -20%
BW
688
BostonPremier Wealth
Massachusetts
$310K +$1.67K +18 +0.6%
TCWM
689
Total Clarity Wealth Management
Illinois
$310K -$343K -3,714 -56%
BC
690
Bayforest Capital
United Kingdom
$309K -$45.7K -494 -15%
GLF
691
Groupe la Francaise
France
$308K +$8.05K +87 +3%
AEPWM
692
Atlantic Edge Private Wealth Management
Florida
$306K -$18.5K -200 -6%
DJSG
693
D.J. St. Germain
Massachusetts
$305K +$16.6K +180 +7%
SWP
694
Sagespring Wealth Partners
Tennessee
$303K +$264K +2,854 New
FPAS
695
Focus Partners Advisor Solutions
Missouri
$303K +$264K +2,855 New
MPM
696
MBB Public Markets
Illinois
$303K -$60.4K -653 -19%
PCIA
697
Prime Capital Investment Advisors
Kansas
$302K -$1.94K -21 -0.7%
RWP
698
RWA Wealth Partners
Massachusetts
$302K -$5.55K -60 -2%
SWK
699
Stephen W. Kidder
$300K -$6.94K -75 -3%
FA
700
Financial Advisors
Massachusetts
$300K – – –
26 27
28
29 30