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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
676
Great Lakes Retirement
Ohio
$489K +$494K +3,860 New
RWP
677
RWA Wealth Partners
Massachusetts
$488K +$131K +1,024 +36%
CLA
678
Carnegie Lake Advisors
New Jersey
$485K -$28K -219 -5%
SAI
679
Systematic Alpha Investments
New Jersey
$481K – – –
C
680
Certuity
Florida
$479K +$154K +1,208 +47%
RFC
681
Regions Financial Corp
Alabama
$476K +$192K +1,503 +67%
EHAM
682
Eagle Harbor Asset Management
Washington
$475K -$74.2K -580 -13%
CSC
683
Caldwell Sutter Capital
California
$475K – – –
LSA
684
Leonteq Securities AG
Switzerland
$473K +$147K +1,151 +44%
PSB
685
Piscataqua Savings Bank
New Hampshire
$472K – – –
SAM
686
Sompo Asset Management
Japan
$471K – – –
FM
687
Foster & Motley
Ohio
$470K -$8.82K -69 -2%
CAM
688
Cresset Asset Management
Illinois
$468K +$58.3K +456 +14%
HH
689
Hilltop Holdings
Texas
$468K -$123K -961 -21%
BC
690
Bridgefront Capital
Texas
$462K +$467K +3,651 New
VCM
691
Versant Capital Management
Arizona
$460K +$153K +1,196 +49%
PPWP
692
Premier Path Wealth Partners
New Jersey
$459K +$20.5K +160 +5%
HIP
693
HUB Investment Partners
Texas
$458K +$87.4K +683 +23%
VFA
694
Valeo Financial Advisors
Indiana
$456K -$62.8K -491 -12%
MFIM
695
Mesirow Financial Investment Management
Illinois
$454K – – –
SI
696
Stephens Inc
Arkansas
$453K -$4.99K -39 -1%
SAG
697
SageView Advisory Group
California
$452K -$9.72K -76 -2%
FB
698
Fulton Bank
Pennsylvania
$452K -$2.05K -16 -0.4%
EWM
699
Evercore Wealth Management
New York
$449K – – –
SAM
700
Smartleaf Asset Management
Massachusetts
$448K +$137K +1,069 +42%
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