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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
PRC
701
Pearl River Capital
Michigan
$203K +$204K +2,742 New
FMII
702
Farmers & Merchants Investments Inc
Nebraska
$202K – – –
BG
703
Bollard Group
Massachusetts
$200K +$1.79K +24 +0.9%
DJSG
704
D.J. St. Germain
Massachusetts
$199K – – –
AF
705
Allworth Financial
California
$189K +$33.6K +451 +25%
BFEC
706
Benjamin F. Edwards & Company
Missouri
$186K +$9.62K +129 +5%
RAM
707
Ramirez Asset Management
New York
$179K -$513K -6,879 -74%
RA
708
Ransom Advisory
Rhode Island
$178K – – –
UB
709
UMB Bank
Missouri
$177K -$29.2K -392 -14%
KFI
710
Key Financial Inc
Pennsylvania
$168K – – –
FHA
711
First Horizon Advisors
Tennessee
$168K +$298 +4 +0.2%
JWM
712
Janiczek Wealth Management
Colorado
$165K -$27.1K -363 -14%
TPCW
713
TD Private Client Wealth
New York
$161K -$820 -11 -0.5%
TFM
714
TFC Financial Management
Massachusetts
$157K – – –
PA
715
Parallel Advisors
California
$154K -$22.1K -296 -12%
WTC
716
WhitTier Trust Company
Nevada
$150K – – –
AFWM
717
Abich Financial Wealth Management
Virginia
$138K +$31.2K +418 +29%
PPA
718
Painted Porch Advisors
California
$137K +$138K +1,845 New
PS
719
Principal Securities
Iowa
$136K -$61.2K -821 -31%
GI
720
GAMMA Investing
California
$136K +$60.3K +809 +79%
WT
721
Whittier Trust
California
$135K -$25.2K -338 -16%
MPWT
722
MassMutual Private Wealth & Trust
Connecticut
$129K +$11K +148 +9%
FFA
723
Farther Finance Advisors
California
$128K -$2.01K -27 -2%
PFSC
724
Peoples Financial Services Corp
Pennsylvania
$127K -$22.7K -304 -15%
MG
725
Mather Group
Illinois
$125K +$11.8K +158 +11%
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