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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
FTWA
701
Fifth Third Wealth Advisors
Ohio
$641K -$16.8K -109 -3%
CSC
702
Caldwell Sutter Capital
California
$636K – – –
RWP
703
RWA Wealth Partners
Massachusetts
$635K -$16.5K -107 -3%
WSFS
704
Wilmington Savings Fund Society
Delaware
$634K -$319K -2,067 -36%
SAM
705
Sompo Asset Management
Japan
$631K – – –
AP
706
Americana Partners
Texas
$629K +$572K +3,710 New
HH
707
Hilltop Holdings
Texas
$628K +$1.08K +7 +0.2%
PPWP
708
Premier Path Wealth Partners
New Jersey
$623K +$6.94K +45 +1%
SAM
709
Smartleaf Asset Management
Massachusetts
$618K – – –
PCM
710
Parsons Capital Management
Rhode Island
$614K +$94.4K +612 +20%
PSB
711
Piscataqua Savings Bank
New Hampshire
$610K -$20K -130 -3%
MFIM
712
Mesirow Financial Investment Management
Illinois
$609K +$1.23K +8 +0.2%
AWM
713
Axxcess Wealth Management
California
$608K +$66.3K +430 +14%
SAG
714
SageView Advisory Group
California
$604K -$1.23K -8 -0.2%
EAM
715
Everstar Asset Management
North Carolina
$604K -$713K -4,621 -56%
EWM
716
Evercore Wealth Management
New York
$601K – – –
SI
717
Stephens Inc
Arkansas
$597K -$9.41K -61 -2%
FHA
718
Flagship Harbor Advisors
Massachusetts
$594K +$1.08K +7 +0.2%
EHAM
719
Eagle Harbor Asset Management
Washington
$594K -$38.9K -252 -7%
AMG
720
Advisors Management Group
Wisconsin
$594K -$308 -2 -0.1%
HCMT
721
Highland Capital Management (Tennessee)
Tennessee
$594K – – –
PCM
722
Pavaki Capital Management
Colorado
$594K – – –
CLA
723
Carnegie Lake Advisors
New Jersey
$592K -$52.4K -340 -9%
CAM
724
Cresset Asset Management
Illinois
$591K -$33.5K -217 -6%
RBI
725
Raiffeisen Bank International
Austria
$590K -$190K -1,229 -26%
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