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State Street
STT

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
726
Clean Yield Group
Vermont
$48K – – –
VC
727
Vestor Capital
Illinois
$45K -$8.8K -125 -18%
OPS
728
Orion Portfolio Solutions
Nebraska
$45K +$39.7K +564 New
TWA
729
TCI Wealth Advisors
Arizona
$44K +$2.53K +36 +7%
SAM
730
S.A. Mason
Michigan
$44K +$38.7K +550 New
JCM
731
Jacobi Capital Management
Pennsylvania
$43K – – –
FWM
732
FSA Wealth Management
Massachusetts
$41K +$36.9K +524 New
MA
733
MUFG Americas
New York
$40K – – –
PCTC
734
Perkins Coie Trust Company
Washington
$40K – – –
MPWT
735
MassMutual Private Wealth & Trust
Connecticut
$37K -$4.29K -61 -11%
ZB
736
Zions Bancorporation
Utah
$36K +$4.08K +58 +14%
ADL
737
Asset Dedication LLC
California
$36K +$16.5K +235 +107%
EI
738
Ellevest Inc
New York
$34K +$29.2K +415 +3,773%
BCWM
739
Bartlett & Co Wealth Management
Ohio
$33.6K – – –
MAM
740
Magellan Asset Management
Australia
$33K -$11.3K -160 -28%
CAL
741
Capital Analysts LLC
Pennsylvania
$32K – – –
OSNBOA
742
Old Second National Bank of Aurora
Illinois
$32K – – –
FCA
743
FinTrust Capital Advisors
South Carolina
$32K +$28.9K +410 New
IA
744
IFP Advisors
Florida
$31K -$22.2K -315 -44%
RE
745
RBC Europe
United Kingdom
$30.1K – – –
BWP
746
Baldwin Wealth Partners
Massachusetts
$30K -$3.59K -51 -12%
JWA
747
JFS Wealth Advisors
Pennsylvania
$30K – – –
AWMS
748
Advocacy Wealth Management Services
Georgia
$29K -$4.43K -63 -15%
PCM
749
Penserra Capital Management
California
$28K -$148K -2,097 -85%
GRP
750
Global Retirement Partners
California
$28K -$3.1K -44 -11%
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30
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