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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
701
Atlantic Edge Private Wealth Management
Florida
$276K -$3.34K -35 -1%
BJL
702
Brighton Jones LLC
Washington
$275K +$6.11K +64 +2%
GCM
703
Graham Capital Management
Connecticut
$275K -$5.75M -60,239 -95%
PPWP
704
Premier Path Wealth Partners
New Jersey
$272K -$2.2K -23 -0.8%
GWM
705
Geneos Wealth Management
Colorado
$271K +$194K +2,027 +203%
CWM
706
Congress Wealth Management
Massachusetts
$271K -$10.3K -108 -3%
BBA
707
Baader Bank Aktiengesellschaft
Germany
$270K +$4.2K +44 +1%
EFS
708
Essex Financial Services
Connecticut
$269K +$20.3K +212 +8%
CCM
709
Cohen Capital Management
California
$269K – – –
CT
710
ClearAlpha Technologies
Connecticut
$263K +$281K +2,939 New
CI
711
Cigna Investments
Connecticut
$262K -$20K -209 -7%
FHC
712
First Heartland Consultants
Missouri
$262K +$279K +2,922 New
TFS
713
Thoroughbred Financial Services
Tennessee
$261K +$84.6K +886 +43%
VCM
714
Versant Capital Management
Arizona
$260K +$208K +2,173 +298%
SWK
715
Stephen W. Kidder
$260K – – –
AP
716
Adero Partners
California
$260K -$96 -1 -0%
RWP
717
RWA Wealth Partners
Massachusetts
$259K -$43.2K -452 -13%
BW
718
BostonPremier Wealth
Massachusetts
$259K +$1.43K +15 +0.5%
DO
719
denkapparat Operations
Germany
$259K +$276K +2,894 New
GLF
720
Groupe la Francaise
France
$258K +$20.2K +211 +8%
PCIA
721
Prime Capital Investment Advisors
Kansas
$256K +$30.5K +319 +13%
AIP
722
Ameritas Investment Partners
Nebraska
$256K – – –
FFA
723
Farther Finance Advisors
California
$253K -$54.1K -566 -17%
WB
724
Webster Bank
Connecticut
$253K – – –
FA
725
Financial Advisors
Massachusetts
$252K – – –
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