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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
701
Cohen Capital Management
California
$232K – – –
PT
702
Plimoth Trust
Massachusetts
$232K -$24.8K -335 -10%
CT
703
Clearstead Trust
Maine
$232K +$890 +12 +0.4%
WA
704
Waverly Advisors
Alabama
$226K +$217K +2,926 New
SWP
705
Stratos Wealth Partners
Ohio
$225K -$3.12K -42 -1%
XT
706
XTX Topco
Cayman Islands
$225K +$215K +2,904 New
PPWP
707
Premier Path Wealth Partners
New Jersey
$224K +$148 +2 +0.1%
CCA
708
Cobblestone Capital Advisors
New York
$223K -$104K -1,400 -33%
FPAS
709
Focus Partners Advisor Solutions
Missouri
$220K +$211K +2,851 New
RMDI
710
R.M. Davis Inc
Maine
$220K -$42.1K -567 -17%
AG
711
Ascent Group
Virginia
$219K -$21.7K -293 -9%
WB
712
Webster Bank
Connecticut
$218K -$2.97K -40 -1%
FA
713
Financial Advisors
Massachusetts
$218K – – –
SFA
714
Sequoia Financial Advisors
Ohio
$218K -$140K -1,894 -40%
UB
715
UMB Bank
Missouri
$215K -$11.4K -154 -5%
KIA
716
KCM Investment Advisors
California
$215K -$104K -1,401 -33%
LA
717
LM Advisors
California
$215K – – –
PWPS
718
Pinnacle Wealth Planning Services
Ohio
$211K +$1.56K +21 +0.8%
FMII
719
Farmers & Merchants Investments Inc
Nebraska
$211K – – –
CGL
720
Clarius Group LLC
Washington
$210K -$19.9K -268 -9%
BG
721
Bollard Group
Massachusetts
$208K +$1.78K +24 +0.9%
DJSG
722
D.J. St. Germain
Massachusetts
$208K – – –
CIC
723
Carnegie Investment Counsel
Ohio
$207K -$753K -10,154 -79%
IWM
724
IHT Wealth Management
Illinois
$206K +$197K +2,660 New
PS
725
Principal Securities
Iowa
$205K +$21.9K +295 +13%
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