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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
726
Bartlett & Co Wealth Management
Ohio
$34.6K -$2.29K -33 -6%
BC
727
Bartlett & Co
Ohio
$34K -$2.29K -33 -6%
MA
728
MUFG Americas
New York
$33K -$2.36K -34 -6%
PCTC
729
Perkins Coie Trust Company
Washington
$33K – – –
NIM
730
NuWave Investment Management
New Jersey
$33K +$33.1K +477 +3,180%
SGAM
731
Smith Group Asset Management
Texas
$32K -$1.39K -20 -4%
AWM
732
Aevitas Wealth Management
Massachusetts
$32K – – –
TWA
733
TCI Wealth Advisors
Arizona
$32K +$347 +5 +1%
SFSIG
734
San Francisco Sentry Investment Group
California
$31K -$1.25K -18 -4%
MNBTD
735
Moody National Bank Trust Division
Texas
$31K – – –
ARMC
736
American Research & Management Company
Massachusetts
$28K – – –
WF
737
WealthTrust Fairport
Ohio
$28K – – –
HGWM
738
Harvest Group Wealth Management
Massachusetts
$28K +$29.3K +423 New
FC
739
Ferris Capital
Massachusetts
$26K -$147K -2,118 -84%
OSNBOA
740
Old Second National Bank of Aurora
Illinois
$26K -$14.3K -207 -34%
RE
741
RBC Europe
United Kingdom
$25K -$4.99K -72 -16%
VVP
742
Vulcan Value Partners
Alabama
$25K -$322M -4,639,663 -100%
JWA
743
JFS Wealth Advisors
Pennsylvania
$25K – – –
LHC
744
Little House Capital
Massachusetts
$25K +$26.2K +378 New
IWP
745
Icon Wealth Partners
Texas
$24K +$25.7K +371 New
MAM
746
Magellan Asset Management
Australia
$23K -$12.1K -174 -33%
NCM
747
Nelson Capital Management
California
$23K – – –
AWMS
748
Advocacy Wealth Management Services
Georgia
$23K +$9.29K +134 +67%
RIA
749
Realta Investment Advisors
Delaware
$23K +$23.4K +337 New
PFBT
750
Parkside Financial Bank & Trust
Missouri
$22K +$1.04K +15 +5%
28 29
30
31 32