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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
CT
676
Clearstead Trust
Maine
$379K
WANY
677
Wealthspire Advisors (New York)
New York
$378K +$363K +3,256 New
ZF
678
Zhang Financial
Michigan
$377K
HCPC
679
Hamilton Capital Partners (Canada)
$374K -$344K -3,078 -49%
BMWM
680
Brown Miller Wealth Management
Virginia
$373K
MA
681
MONECO Advisors
Connecticut
$373K +$359K +3,215 New
EI
682
Ellevest Inc
New York
$372K -$8.15K -73 -2%
ERSOT
683
Employees Retirement System of Texas
Texas
$366K
SMA
684
Sage Mountain Advisors
Georgia
$366K +$138K +1,234 +64%
MWM
685
Modera Wealth Management
New Jersey
$362K -$10.5K -94 -3%
PCIA
686
Prime Capital Investment Advisors
Kansas
$361K +$30.4K +272 +10%
BFC
687
Blue Fin Capital
Rhode Island
$360K
QI
688
Qtron Investments
Massachusetts
$360K +$346K +3,104 New
GCIA
689
Gabelli & Co Investment Advisers
New York
$360K
EFS
690
Essex Financial Services
Connecticut
$355K +$7.92K +71 +2%
NIM
691
Northeast Investment Management
Massachusetts
$354K -$48.9K -438 -13%
AF
692
Allworth Financial
California
$353K +$6.36K +57 +2%
IAG
693
Investment Advisory Group
Massachusetts
$352K +$75.2K +674 +29%
CCM
694
Cohen Capital Management
California
$348K
MOS
695
MGO One Seven
Ohio
$347K -$5.25K -47 -2%
BG
696
Bollard Group
Massachusetts
$344K +$2.23K +20 +0.7%
BL
697
BFSG LLC
California
$342K -$24.1K -216 -7%
PPWP
698
Premier Path Wealth Partners
New Jersey
$341K +$1K +9 +0.3%
BW
699
BostonPremier Wealth
Massachusetts
$340K +$1.45K +13 +0.4%
ACA
700
Aptus Capital Advisors
Alabama
$334K +$25.8K +231 +9%