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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
701
Americana Partners
Texas
$629K +$572K +3,710 New
HH
702
Hilltop Holdings
Texas
$628K +$1.08K +7 +0.2%
PPWP
703
Premier Path Wealth Partners
New Jersey
$623K +$6.94K +45 +1%
SAM
704
Smartleaf Asset Management
Massachusetts
$618K – – –
PCM
705
Parsons Capital Management
Rhode Island
$614K +$94.4K +612 +20%
PSB
706
Piscataqua Savings Bank
New Hampshire
$610K -$20K -130 -3%
MFIM
707
Mesirow Financial Investment Management
Illinois
$609K +$1.23K +8 +0.2%
AWM
708
Axxcess Wealth Management
California
$608K +$66.3K +430 +14%
SAG
709
SageView Advisory Group
California
$604K -$1.23K -8 -0.2%
EAM
710
Everstar Asset Management
North Carolina
$604K -$713K -4,621 -56%
EWM
711
Evercore Wealth Management
New York
$601K – – –
SI
712
Stephens Inc
Arkansas
$597K -$9.41K -61 -2%
FHA
713
Flagship Harbor Advisors
Massachusetts
$594K +$1.08K +7 +0.2%
EHAM
714
Eagle Harbor Asset Management
Washington
$594K -$38.9K -252 -7%
AMG
715
Advisors Management Group
Wisconsin
$594K -$308 -2 -0.1%
HCMT
716
Highland Capital Management (Tennessee)
Tennessee
$594K – – –
PCM
717
Pavaki Capital Management
Colorado
$594K – – –
CLA
718
Carnegie Lake Advisors
New Jersey
$592K -$52.4K -340 -9%
CAM
719
Cresset Asset Management
Illinois
$591K -$33.5K -217 -6%
RBI
720
Raiffeisen Bank International
Austria
$590K -$190K -1,229 -26%
HDIM
721
Hanson & Doremus Investment Management
Vermont
$590K – – –
EFS
722
Essex Financial Services
Connecticut
$583K +$37.9K +246 +8%
AIC
723
Argus Investors Counsel
New York
$583K -$2K -13 -0.4%
MIC
724
Means Investment Company
Maine
$583K +$771 +5 +0.1%
AF
725
Allworth Financial
California
$581K -$159K -1,030 -23%
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