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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
676
Premier Path Wealth Partners
New Jersey
$447K +$63.5K +530 +18%
MIC
677
Means Investment Company
Maine
$443K – – –
CHAM
678
Clear Harbor Asset Management
Connecticut
$441K -$3.59K -30 -0.9%
FTWA
679
Fifth Third Wealth Advisors
Ohio
$440K -$42.7K -357 -9%
FHC
680
First Heartland Consultants
Missouri
$439K – – –
SW
681
SVB Wealth
Massachusetts
$439K -$99.9K -834 -20%
NW
682
NewEdge Wealth
Pennsylvania
$437K +$405K +3,386 New
PWP
683
Private Wealth Partners
California
$435K -$61K -509 -13%
SMA
684
Sage Mountain Advisors
Georgia
$433K +$24.7K +206 +7%
PTC
685
Private Trust Company
Ohio
$432K +$6.95K +58 +2%
TCOV
686
Trust Company of Vermont
Vermont
$427K – – –
KCM
687
Kathmere Capital Management
Pennsylvania
$427K -$239 -2 -0.1%
TAM
688
Trust Asset Management
Texas
$426K -$15.3K -128 -4%
PEAK6
689
PEAK6
Illinois
$425K – – –
ACA
690
Aptus Capital Advisors
Alabama
$424K +$48.6K +406 +14%
OAM
691
Ostrum Asset Management
France
$422K -$130K -1,086 -25%
PCIA
692
Prime Capital Investment Advisors
Kansas
$422K +$18.4K +154 +5%
CT
693
Clearstead Trust
Maine
$419K -$1.56K -13 -0.4%
WANY
694
Wealthspire Advisors (New York)
New York
$419K -$958 -8 -0.2%
ZF
695
Zhang Financial
Michigan
$419K – – –
CAM
696
Cresset Asset Management
Illinois
$419K -$54.2K -453 -12%
MWM
697
Modera Wealth Management
New Jersey
$417K +$13.5K +113 +4%
MA
698
MONECO Advisors
Connecticut
$414K -$239 -2 -0.1%
BMWM
699
Brown Miller Wealth Management
Virginia
$410K -$8.14K -68 -2%
EFS
700
Essex Financial Services
Connecticut
$409K +$13.9K +116 +4%