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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
676
RWA Wealth Partners
Massachusetts
$488K +$131K +1,024 +36%
CLA
677
Carnegie Lake Advisors
New Jersey
$485K -$28K -219 -5%
SAI
678
Systematic Alpha Investments
New Jersey
$481K – – –
C
679
Certuity
Florida
$479K +$154K +1,208 +47%
RFC
680
Regions Financial Corp
Alabama
$476K +$192K +1,503 +67%
EHAM
681
Eagle Harbor Asset Management
Washington
$475K -$74.2K -580 -13%
CSC
682
Caldwell Sutter Capital
California
$475K – – –
LSA
683
Leonteq Securities AG
Switzerland
$473K +$147K +1,151 +44%
PSB
684
Piscataqua Savings Bank
New Hampshire
$472K – – –
SAM
685
Sompo Asset Management
Japan
$471K – – –
FM
686
Foster & Motley
Ohio
$470K -$8.82K -69 -2%
CAM
687
Cresset Asset Management
Illinois
$468K +$58.3K +456 +14%
HH
688
Hilltop Holdings
Texas
$468K -$123K -961 -21%
BC
689
Bridgefront Capital
Texas
$462K +$467K +3,651 New
VCM
690
Versant Capital Management
Arizona
$460K +$153K +1,196 +49%
PPWP
691
Premier Path Wealth Partners
New Jersey
$459K +$20.5K +160 +5%
HIP
692
HUB Investment Partners
Texas
$458K +$87.4K +683 +23%
VFA
693
Valeo Financial Advisors
Indiana
$456K -$62.8K -491 -12%
MFIM
694
Mesirow Financial Investment Management
Illinois
$454K – – –
SI
695
Stephens Inc
Arkansas
$453K -$4.99K -39 -1%
SAG
696
SageView Advisory Group
California
$452K -$9.72K -76 -2%
FB
697
Fulton Bank
Pennsylvania
$452K -$2.05K -16 -0.4%
EWM
698
Evercore Wealth Management
New York
$449K – – –
SAM
699
Smartleaf Asset Management
Massachusetts
$448K +$137K +1,069 +42%
AMG
700
Advisors Management Group
Wisconsin
$443K -$97.1K -759 -18%
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